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Leveraging Technology and Automation Throughout Your Tax Lifecycle (Free)


COCPA’s Technology Users Group presents…

Leveraging Technology and Automation Throughout Your Tax Lifecycle

This session will discuss how tax departments are driving efficiencies into their entire tax lifecycle by leveraging automation and technology to meet their growing reporting and analytical requirements.  Starting with automated data feeds from consistent sources for estimated payments and automated rollover processes to kick off the new years provision calculations in Q1 to leveraging foreign data collection tools such as Global Access and DataFlow and automated data loading and ERP integration tools such as Data Hub and ONESOURCE Workpapers to automate interim and year end provisions, tax returns, analytics and modeling, financial and management reporting, and automating the journal entries required with each quarterly close.

**This program is free to COCPA members.**

Presenter: Steve Simi

  • Steve joined Thomson Reuters in February 2007 and is currently a Senior Director overseeing the ONESOURCE Professional Services Direct Tax suite of products global implementation teams.
  • Prior to joining Thomson Reuters, Steve worked in the San Jose office of PricewaterhouseCoopers from 1999 through 2006 and was a Director specializing in federal corporate tax consulting services. Steve worked in the San Francisco office of Deloitte & Touche from 1995 through 1999 specializing in federal, state and international corporate tax consulting services.
  • Steve has an MBA from Columbia Business School; an MBA from the Haas School of Business, UC Berkeley; and an MS in Taxation and a BA in Economics both from San Francisco State University.


Learning Objectives
Upon completion of this session, attendees will be able to evaluate existing processes and identify areas in the tax lifecycle for automation for preparation and review time, determine how ONESOURCE tax tools and data integration tools can be leveraged to create solutions to meet tax function needs and evaluate how to apply design leading practices to enable efficient reporting and analysis.
Major Topics
  • Automated Source Data Loading
  • ONESOURCE Tax Provision
  • ONESOURCE Income Tax
  • API’s
  • Data Hub
  • Reporting and Analytics
Colorado Society of CPAs
Course Level
Professional Area of Focus
CPE Field of Study
Who Should Attend

Tax professionals, CPAs

Steve Simi


Advanced Preparation


Event Information
Nov 17, 2022
12:00 pm - 1:00 pm MST
Total CPE Credits


$ (% off)


$ (% off)
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Leveraging Technology and Automation Throughout Your Tax Lifecycle (Free)

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