AI Tax Tools: Saving Time, Cutting Costs and Future-Proofing Your Practice (Partner Webinar)

PARTNER WEBINAR

This webinar has been planned and delivered in conjunction with one or more of our valued third-party partners. All such webinars are subject to our quality control procedures to ensure relevant learning objectives are set and met, alongside any product demonstration. A member of the 20:20 Innovation team will be joining the presentation, ensuring a lively and relevant dialogue.

OBJECTIVES

Attendees will leave with a clear view of how forward-thinking practices are using AI tax tools to differentiate their client offering, retain self-employed and landlord clients, and create capacity for higher-value advisory work.

Attendees will understand how practices are shifting low-complexity self-assessment clients to self-service digital tools — and be able to assess the financial impact on their own practice's profitability, capacity and pricing model.

Attendees will gain a practical understanding of how AI is being applied in personal tax today — from automatic receipt capture and bank categorisation to pre-filled returns and real-time tax calculations — and be able to assess which innovations are ready to adopt now versus which are still maturing.

KEY TOPICS

• The hidden cost of self-assessment work — where practices are losing time and margin on personal tax clients
• How AI-powered tax software is transforming time and cost efficiency
• Comparing the digital tax software landscape — what does "end-to-end" really mean?
• The self-service client model — reducing low-margin compliance work at your practice
• Building your AI-ready practice — a practical checklist and next steps for partners leaving the session

WHO SHOULD ATTEND

Partners and senior managers at small to medium accountancy practices who work with self-employed and landlord clients. Suited to those looking to reduce low-margin compliance workload, adopt AI-driven tools, and move clients toward self-service tax management — no prior knowledge of AI required.

20:20 Innovation members should log in to the website and book this webinar as usual. If you’re not currently a 20:20 Innovation member, you can create a free account to book and access this webinar. Simply press ‘login’ at the top of the screen and then ‘create an account’. Once your account is created, you can return to this page, book the webinar and then enjoy the full 20:20 Innovation CPD dashboard experience. Should you require any assistance, please get in touch. We look forward to welcoming you into the session.