Earmark Podcast | Earn Free Accounting CPE

Blake Oliver, CPA

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Earmark Podcast | Earn Free Accounting CPE

Episodes (111)

Jan 13th Inside Thomson Reuters’ Plan to Automate the Tax Return
Dec 17, 2025 Excel and AI: Code Your Way to Hours Back Every Week
Nov 9, 2025 Auditing at the Speed of Risk with Richard Chambers

Earmark Podcast | Earn Free Accounting CPE

Jan 13, 2026
49½ minutes
68 MB

AI won’t replace accountants—but AI-enabled firms will outcompete them. Blake Oliver sits down with Thomson Reuters’ Elizabeth Beastrom and Kirat Sekhon to map the end-to-end tax workflow, from document intake and auto-population (SurePrep) to delivery and e-sign (SafeSend), and into year-round advisory with CoCounsel and Ready to Advise. Learn how to “kill the questionnaire,” free staff from data entry, build an open tech stack, and turn tax prep into subscription advisory. Chapters (02:49) - Technology Expectations of New Accountants (03:38) - The Shift from Desktop to Cloud-Based Tax Software (05:14) - Thomson Reuters' Approach to Customer-Centric Tax Techno...

Earmark Podcast | Earn Free Accounting CPE

Inside Thomson Reuters’ Plan to Automate the Tax Return

Blake Oliver, CPA

00:00 -49:28