The next era of tax leadership is about leading smarter. Every year, firms lose billions of dollars to inefficiency, duplication and burnout. But within that pain lies opportunity. In this course, you'll learn how to turn technology adoption - using K1x as a real-world case study - into a leadership moment. You'll see how to drive buy-in, lead change regardless of title and turn automation into a platform for growth, freedom and firm-wide transformation. You'll walk away ready to be the digital champion your firm didn't know it needed. The person who doesn't just implement technology, but reshapes how people think, work and lead.
Learning Objectives
- How to solve the pain of Tax Tech
- How to use technology to become a "digital champion"
- How to handle Small Wins with Big Buy In
- Benefiting from Selling Up
- Evaluate an AI case study
- How to Upload a K-1
Major Topics
- How to recognize and reframe inefficiency as an opportunity for leadership
- Why digital champions often lead from the middle not the corner office
- How to pilot tax technology like K1x and build firm-wide buy-in
- How to translate staff wins into ROI that partners can’t ignore
- Change management strategies that make new technology stick
- Why culture, not code, defines long-term success
