Automation & Tax Planning

Name: Automation & Tax Planning
Uploaded: 2024-05-23T01:28:01.000Z
Duration: 3908 s
Description: Streamline parts of your tax planning process with some nifty AI and automation tools, featuring common use cases for accountants!

By Inbal Rodnay and Sholto Macpherson

1h 5m CPD time

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Streamline parts of your tax planning process with some nifty AI and automation tools, featuring common use cases for accountants!

In this session, we cover:

Zapier for Calendly into spreadsheet
Syft for Xero/QBO to Excel
RPA for downloading reports
Power Query for bringing multiple P&Ls into a spreadsheet side by side
Meeting assistants for sending quick summaries to clients

Date recorded: 23 May 2024