How are tax firms harnessing technology to gain efficiency and growth?

How are tax firms harnessing technology to gain efficiencyand growth? In this episode of Clarity, Nadya Britton speaks with Allen Stahl,Director of Strategic Tax & Accounting Technology at Thomson Reuters, aboutkey findings from the 2025 State of Tax Professionals Report. The discussionexplores how tax firms are increasingly turning to automation, AI, and workflowtechnologies to address persistent challenges around staffing shortages,growing client expectations, and rising regulatory complexity. While efficiencyremains the profession’s top priority, Stahl explains that the focus hasshifted from simply recognizing the importance of technology to strategicallyintegrating it into tax workflows to reduce manual work, streamline processes,and create capacity for growth.

A major theme throughout the conversation is that successfultechnology adoption requires more than just purchasing new tools. Stahlemphasizes the importance of understanding existing workflows, identifyingspecific pain points, managing organizational change, and maximizing thecapabilities of current technology investments before adding new solutions. Thediscussion also highlights how automation and generative AI can help firmsimprove research, automate document processing, enhance client communications,uncover advisory opportunities, and support higher-value work. Ultimately, theepisode argues that firms that embrace technology thoughtfully andstrategically will be better positioned to improve efficiency, strengthenclient relationships, and drive long-term growth.

3 reasons to listen

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1. Learn how leading firms are using automation andAI to increase efficiency, reduce repetitive work, and address ongoing talentand resource challenges.

2. Gain practical advice on technology adoption,including workflow mapping, change management, maximizing existing tools, andprioritizing automation opportunities.

3. Understand how technology can support firmgrowth, helping tax professionals move beyond compliance work to deliver moreadvisory services and higher-value client engagement.

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Discover how tax firms are using technology to drive efficiency and growth.