On-Demand Web Seminar

Three tax processes financial services teams can automate in a week

Past event date: May 14, 2026 Available on-demand 60 Minutes
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Speakers
  • Teresa Chan
    Senior Tax Manager
    Alteryx
    (Speaker)
  • Taylor Gruendel
    Solutions Engineer
    Continuus Technologies
    (Speaker)
  • Misha Lau
    Solutions Manger, Financial Services
    Alteryx
    (Speaker)

Pressure never lets up in financial services, and spreadsheets just can't handle the complex structures, aggressive deadlines, and never-ending processes.

This webinar outlines 3 high-effort tax processes you can automate fast. Watch and see how teams standardize tax reporting, streamline apportionment logic, and automate fixed asset depreciation without disrupting what already works.

What we cover:

  • Standardizing data prep and automatically populating tax forms and PDFs
  • Governing multi-jurisdiction apportionment with reusable workflows
  • Driving roll forwards and depreciation with audit-ready logic

These are fast wins with long-term impact — the kind of automation that makes a difference.