TaxCalc

Make sure you’re best equipped for Tax Season

  • Survey analysis: which tools are most commonly being used in firms (and which are not).
  • Which new technologies our experts have identified that you might want to leverage.
  • How firms are leveraging freely available AI technology and where that technology is headed.
  • How to transition your software without derailing your team.

Meet our presenters

Andy North
Dean Shepherd

Andy North

Chief Marketing Officer, TaxCalc.

Dean Shepherd CTA FMAAT

Director of Product Compliance, TaxCalc.

Essential Tax Planning for Turbulent Times

Sarah Scala

Billie Mcloughlin

Practice Consultant, 20:20 Innovation and Chair of 20:20 Tech Talk.

Readying your tech for Tax Season

We were joined by not one, but two experts in practice technology to get everyone match fit for Tax Season.

There was a lot to fit in but highlights included:

Readying your tech for Tax Season

Sarah Scala

David Oliver

Software Expert, Valued Academy.

TaxCalc
TaxCalc

David has worked in the software space for the last 20 years, implementing systems for clients and providing training and support to their teams. David has been part of Valued for the past 10 years as Systems Implementation Manager.

Andy joined TaxCalc in 2021 as the Chief Marketing Officer from his previous role as publisher of AccountingWEB in both the UK and the US. He has spent over 20 years studying the accounting profession and appeared on too many podcasts and webinars to mention.

Previously a pioneering accounting firm owner, Dean moved into the world of tax and accounting technology five years ago and is a leading authority in helping firms build effective tech strategies.

Billie Mcloughlin ACCA specialises in helping firms maximise their potential, through optimising the framework around their team, technology and processes. Billie has almost 15 years’ experience in the industry including over a decade in practice.