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Episode 237: Thomson Reuters Synergy Executive Roundtable
Accounting Technology Lab | CPA Practice Advisor
Episode Summary
Recorded live at the Thomson Reuters Synergy Conference, Episode 237 features an executive roundtable with Thomson Reuters leaders discussing how AI, automation, and integrated workflows are transforming tax, audit, and advisory services. The panel explores the impact of generative AI tools such as CoCounsel, Ready to Review, Ready to Advise, and Audit Intelligence in addressing talent shortages and reducing compliance burdens. Executives emphasize a “show me” approach to innovation—delivering real, production-ready solutions rather than concepts—and explain how lowering the cost of compliance unlocks new advisory opportunities and reshapes the future of the accounting profession.
Featured Quotes
| Quote | Speaker | Timestamp |
|---|---|---|
| “We were wrong—our customers were more than ready for AI. The talent shortage made them ready.” | Elizabeth Beastrom | ~01:55 |
| “If you can automate compliance, you unlock time for higher-value advisory work.” | Randy Johnston | ~06:45 |
| “Generative AI isn’t doing one-plus-one—tax engines do that. AI connects unstructured information.” | Kevin Marlini | ~18:00 |
| “When the cost of compliance becomes very small, entirely new services become possible.” | David Wong | ~33:00 |
| “We’re not stopping. Innovation at Thomson Reuters is moving at a formidable pace.” | Elizabeth Beastrom | ~41:30 |
Products, Services, and Companies Mentioned
| Product / Company | X (Twitter) | |||
|---|---|---|---|---|
| Thomson Reuters | @thomsonreuters | ThomsonReuters | Thomson Reuters | @thomsonreuters |
| CoCounsel | @thomsonreuters | ThomsonReuters | Thomson Reuters | @thomsonreuters |
| Ready to Review | @thomsonreuters | ThomsonReuters | Thomson Reuters | @thomsonreuters |
| Ready to Advise | @thomsonreuters | ThomsonReuters | Thomson Reuters | @thomsonreuters |
| UltraTax CS | @thomsonreuters | ThomsonReuters | Thomson Reuters | @thomsonreuters |
| SurePrep | @SurePrepLLC | SurePrep | SurePrep | @sureprepllc |
| SafeSend | @SafeSend | SafeSend | SafeSend | @safesend |
| CPA Practice Advisor | @CPAPracticeAd | CPA Practice Advisor | CPA Practice Advisor | @cpapracticeadvisor |
