It stands to reason that the process of automating work functions in and of itself is not automated, and therefor actual thinking and planning is needed to make it happen.
What stands in the way of most firms moving to an automation “solution” to everyday work issues with their firm and their clients is a variety of things, or “blockers” ranging from lack of education to communication and a myriad of things in between. This is a big reason we created the Realities of the Automated Practice program.
As part of the program, we interviewed several tax and accounting professionals at the recent Avalara Crush event who took the time to share their views on what typically gets in the way of firms automating functions, much in the way the aforementioned vendor does in the realm of sales and use tax and compliance.
Automation simply is not “plug and play.” It involves thought, planning, research and a general level of acceptance as our interviewee subjects explain. We were fortunate to hear from the likes of:
- Diane Yetter, Founder of the Yetter Tax Consulting and The Sales Tax Institute
- Justin Reinard, VP Tax Technology Operations, DuCharme, McMillen & Associates, Inc.
- Judy Vorndran, CPA, co-founder TaxOps
- Carolyn Kranz, CPA, Kranz Associates PLLC