What Your Tax Data Is Telling You: How to Turn Everyday Compliance Work into Scalable Advisory
02:00 – 03:00 PM EDT
Advisory opportunities are already embedded in your firm’s data—you just need a smarter way to uncover and act on them.
Many firms feel stuck in compliance work, with limited time or staff to expand into advisory. Yet client expectations are rising, and opportunities are already hiding in tax returns, documents, and everyday workflows.
In this webinar, we’ll show a practical, AI-powered approach, leveraging solutions like CCH Axcess™ Advisor, to help you move from insight to action without adding headcount or overburdening your team. You’ll see how firms are using trusted intelligence and structured workflows to deliver more consistent, high-value advisory, even with lean teams.
Learning Objectives
- Identify advisory opportunities within existing client data
- Turn insights into actionable next steps
- Enable more staff to participate in advisory services
- Scale advisory efficiently while maintaining capacity
MEET OUR SPEAKER
Johnny Rector
Senior Product Manager
Wolters Kluwer
| Jonny Rector is Senior Product Manager at Wolters Kluwer, focused on building practical, customer-centered solutions for tax and accounting professionals.
Jonny has been part of the Product Management team since 2019, where he helps shape product direction, support customer needs, and improve the way professionals work across numerous Wolters Kluwer solutions. His work reflects a strong focus on usability, workflow improvement, and delivering meaningful value to customers and internal teams. Jonny holds a Bachelor’s degree in Music Business and an MBA from Southwest Baptist University. |
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CPE Information:
- CPE: 1 hour
- Field of Study: Finance
- Delivery Method: Group Internet-Based
- Level: Overview
- Prerequisite: Some familiarity with commonly used business analytical tools
AGN International – Americas, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Texas CPAs: AGN International – Americas, LLC is also registered with the Texas State Board of Public Accountancy. (Sponsor ID: 010173)
Questions and comments can be directed to AGN Programs Manager Misean Reed.