DiscoverReshaping Finance(008) From Ten Keys to AI Agents: Transforming Tax with Automation and Insights
(008) From Ten Keys to AI Agents: Transforming Tax with Automation and Insights

(008) From Ten Keys to AI Agents: Transforming Tax with Automation and Insights

Update: 2025-10-23
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In this episode, we explore how AI is transforming the tax function - from automation to augmentation - and what this means for the future of the profession. April Walker, Senior Manager at AICPA & CIMA, is joined by John McGowan, Founder and CEO of HubSync, to discuss how tax professionals and finance leaders can move from insight to impact by embracing AI-powered innovation.

John shares practical insights on:
• How AI is reshaping tax workflows and client experiences
• The biggest challenges facing tax professionals, and how AI can help solve them
• The role of intelligent document processing and multi-agent systems in tax automation
• Why human skills like advisory, communication, and strategic thinking are more important than ever
• How to lead successful AI-driven tax transformation

This episode is offered by our sponsor, HubSync, a leader in AI-powered tax transformation.

CONNECT
John on LinkedIn 
April on LinkedIn 

OTHER RESOURCES
• HubSync's AI automation reshapes tax and accounting workflows – Article 
• HubSync x Carr Riggs & Ingram CPAs and Advisors Case Study – Case Study 
• Transformative Skills Pack: Creative mindset – Report
• Partnering with AI: A Strategic Blueprint for Finance and Accounting Excellence – Report
• Debut podcast episode: AI's impact on private equity – Blog
• Big data and AI: Challenges and opportunities in finance – The Reshaping Finance podcast – Blog 
• AI for private equity and financial services industry – Podcast  
• Big data and AI technologies: Fundamentals and Applications – Podcast 
• Leveraging Non-Financial Data for Long-Term Value – Podcast 
• Non-financial data drives long-term value: The Reshaping Finance podcast – Blog
• Agile Finance: Mastering adaptive budgeting and planning – Podcast 
• Future-ready with adaptive budgeting: The Reshaping Finance podcast – Blog 
• Future-proof Finance: Partnering in a Shifting World – Podcast 
• Co-creating solutions through business partnering – Blog
• Future of Finance 2.0: Re-defining finance for a sustainable world – Report 
• 4 shifts redefining how finance creates sustainable value –  Article   
• Our contemporary issues in Management Accounting –  Page
• Riding the Waves of Transformation –  Article   

 

 

Find out more about the Future of Finance.

Your feedback and comments welcomed at research@aicpa-cima.com


This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.

 

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(008) From Ten Keys to AI Agents: Transforming Tax with Automation and Insights

(008) From Ten Keys to AI Agents: Transforming Tax with Automation and Insights

AICPA & CIMA