How is automation adopted in tax return preparation in your firm ? What softwares are used or will be used in the near future. Want to understand where we stand.

likehelpfulfunny
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You can use a bot (maybe built with uipath) to automatically fill pdf forms from a database/spreadsheet. That's tax bots 101 at pdubs

Any pdf tax form that is fillable or can be converted into fillable, the tools are part of our citizen led/developed initiatives and would be uploaded to our appstore

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We have adopted in Canada, I worked on development team

Lot of RPA used in tax sector mainly OCR, NLP....heavy automation opportunities

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