213. Tech's impact on tax, with Andrew Hatfield

Future-Proof

Bill Sheridan of MACPA에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Bill Sheridan of MACPA 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

5M ago 39:58

MP3•에피소드 홈

A decade ago, there were predictions that certain accounting jobs would be replaced by automation. Now, in the age of AI, we're still here and thriving. Today's conversation focuses on how we can collaborate with technology to enhance our work and deliver greater value to clients.

To delve into this topic, I spoke with Andrew Hatfield, Co-Founder and Chief Growth Officer of SafeSend, a long-time partner of MACPA. He and his team have released a paper discussing the role of AI, the importance of strengthening tech stacks in accounting firms, the shift from e-sign to e-file, the benefits of integrations and APIs, and the concept of a "single pane of glass"—a unified management console displaying data from multiple sources.

Andrew and I discussed how client expectations have evolved, and how the technologies and predictions in SafeSend's paper can improve relationships between firms and their clients, as well as the CPA's role in this transformation.

Resources:

SafeSend paper, "Top 7 Predictions for Tax Automation in 2024" by Andrew Hatfield & team
SafeSend
Andrew Hatfield LinkedIn Profile
Oxford Martin School article, "The Future of Employment: How susceptible are jobs to computerisation?" by Carl Benedikt Frey & Michael Osborne
Thomson Reuters report, "2024 generative AI in professional services"
CPA Practice Advisor article, "Most Tax Pros, Corporate and Public, Believe AI Should Be in Their Toolbox" by Isaac M. O'Bannon