When your firm is processing hundreds or thousands of personal tax returns, repetitive tasks such as extracting information, entering data, preparing working papers, and reviewing routine cases can take up valuable team capacity.
Watch this on-demand webinar from FD Intelligence to see the Personal Tax Automation Tool, powered by FD Intelligence, in action. You’ll see PETAR™ in action and explore how it works with CCH Personal Tax to automate repetitive processing, support more efficient review, and help your team focus its time on the areas that require professional judgement.
What you'll learn:
In this recorded session, Andrew Guy, Chief Executive Officer, Dave Clough, Chief Revenue Officer, and Dr Gareth Ward, Chief Technical Officer at FD Intelligence, demonstrate how automation can support high-volume personal tax teams with PETAR™.
You'll see:
- How PETAR™ can reduce manual data entry by extracting and processing information from personal tax documents.
- How intelligent working papers and AI-generated review notes can support a more focused review process by highlighting areas requiring attention.
- How the technology can support more complex personal tax work, including rental income, investment portfolios, and self-employment.
- How PETAR™ works with CCH Personal Tax as part of the wider personal tax workflow.
- How automation can help firms increase capacity and create a more consistent process as return volumes grow.
Who should watch:
This on-demand webinar is designed specifically for existing CCH Personal Tax customers processing more than 500 personal tax returns each year.