Resources: Strengthen Tax Compliance and Deliver Chargeable Advisory Work

OBJECTIVES

This is an interactive product update webinar focused on helping firms get more value from 20:20 Innovation's Practical Tax Resources.

The session will show how practical tax content can support accurate compliance work, create advisory opportunities and help firms respond as AI takes on more routine processing.

KEY TOPICS

• A clearer understanding of how the Practical Tax Resources can support day-to-day tax compliance

• Ideas for using the resources to identify and deliver chargeable tax advisory work

• Practical examples of using AI alongside trusted technical content, without losing professional judgement

• Ways to reduce research time, improve consistency and strengthen client conversations

• Key Points –

Tax compliance is changing

• How AI and automation are reducing some routine tax processing tasks

• Why accuracy, review, judgement and technical confidence still matter

• Where Practical Tax Resources can support stronger compliance checks

Turning technical knowledge into advisory work

• Spotting advisory prompts within routine tax work

• Using checklists, guides and examples to structure chargeable advice

• Helping clients understand options, risks and next steps

• Using AI carefully to prepare, organise and test advisory thinking while checking outputs against trusted resources

Live demonstration

See how the Practical Tax Resources can help you:

• Find relevant tax guidance quickly

• Use checklists and examples to support compliance reviews

• Identify potential advisory opportunities from client facts

• Prepare client conversations with clearer structure and confidence

• Cross-check AI-assisted outputs against trusted technical material

Practical Tax Resources with 20:20 Innovation - Your questions answered

Bring your questions, ideas and examples of where clients are asking for more support.

We'll reserve dedicated time for discussion and capture feedback that may help shape future resource improvements.

WHO SHOULD ATTEND

This session is ideal for:

• Partners and Directors responsible for tax quality and client advisory services

• Tax Managers and Senior Managers

• Client relationship leads who want to identify advisory opportunities

• Anyone using, reviewing or considering the Practical Tax Resources