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RPA for Tax
Management Accounting

RPA for Tax

Attend this webcast to learn how accounting and finance professionals worldwide can use robotic process automation (RPA) to decrease errors and increase productivity within the tax function.

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NASBA Field of Study

Information Technology



CPE Credits



Steve Palomino


3 months

Product Number


 Business & partner 
Product Details

Revolutionize business processes in Tax

This webcast will give accounting and financial professionals a practical literacy on robotic process automation (RPA) via the use of performance based, task-centered problems. This webcast will help you identify potential uses for robotic process automation within the tax function including the benefits, considerations, and the decision criteria involved in an RPA implementation.

Key Topics

  • Overview of the basic concepts behind robotic process automation
  • Understand how RPA technology will affect tax practices
  • Digital vs human roles
  • Identify data elements and process flows required to support the tax reporting process
  • Use cases that show how RPA can be applied within the tax function

Learning Outcomes

  • Identify information needs or requirements to apply data transformation.
  • Determine criteria needed to apply or use RPA in the tax process.
  • Recall how to build and test data transformation automation process
  • Analyze the requirements to implement RPA

Who Will Benefit

  • Accounting, finance professionals looking for more information on how robotic process automation will impact tax processes
  • Tax practitioners in small to medium-size firms that serve or advise clients and would like to understand the impact of robotic process automation on the tax function
  • Managers/decision makers looking to utilize robotic process automation for tax Secondary audience
  • Tax auditors that are interested in how robotic process automation will impact the audit process
More Details
NASBA Field of Study
Information Technology
Basic RPA knowledge and an understanding of tax services
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
4 hrs
Do you have an AICPA membership? Log in to apply your member discount.

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2 to 5 registrants

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6+ registrants

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Contact us
Steve Palomino
Steve Palomino guides businesses leadership in the application of software robotics strategies to increase controls over operations and reporting. He uses his expertise in robotics to help companies achieve significant effort reduction, deploy controls and continuous audit capabilities, while transforming processes. Steve is a former member of the ITECH Committee, former Chair of the SBC Global Task Force, prior member of the AICPA's Audit Peer Review Task Force.

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