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Agentic AI for Tax Preparation and Provision Support
- How an agent gathers and categorizes source documents for a tax engagement
- How it drafts workpapers with citations that trace back to the data
- Why a clean audit trail is the foundation of trusting any agent output
- Where the preparer's professional judgment stays non-negotiable
- How to structure the work so the agent assembles and people decide
- Handling data confidentiality when sensitive tax information is involved
Overview of the webinar
This session shows how an AI agent can accelerate the mechanical stages of tax preparation and provision work. We follow a realistic engagement where the agent gathers source documents, categorizes transactions, calculates the provision, and drafts supporting workpapers with citations back to the underlying data. The emphasis throughout is on the audit trail: every number the agent produces should trace to a source, so a reviewer can follow the logic and stand behind the result. We are candid about the risks. Tax turns on positions and interpretation, and an agent does not exercise professional judgment, so we show where the preparer's review is non-negotiable and how to structure the work so the agent handles assembly while people handle the decisions. We also touch on data confidentiality, since tax work involves sensitive information. Built for a global, mixed-skill audience with the useful but verify posture at its core.
Who should attend?
- Tax Preparers
- Tax Managers
- CFOs & Controllers
- Public Accounting Tax Partners/Managers
- Financial Reporting Managers
- Finance Professionals involved in provision and compliance work
- Suitable for CPAs and accounting staff, technical background not required
Why should you attend?
Tax work is document-heavy and detail-driven, and the pressure of the calendar makes the gathering and categorizing stages a real bottleneck. An agent can collect the source documents, categorize transactions, and draft the supporting workpapers, so preparers spend their time on positions and review rather than assembly. This session shows how to gain that speed without losing the audit trail.
Faculty - Mr.Abdur Rahman
Abdur is a strategic leader focused on the intersection of artificial intelligence, cybersecurity, accounting, and regulatory risk. He helps organizations navigate complex technology environments while strengthening AI governance, security, financial accountability, internal controls, enterprise risk management, and regulatory readiness.
His work centers on the responsible adoption of artificial intelligence across enterprise systems and decision-making processes. He examines how AI governance intersects with cybersecurity, accounting, audit, privacy, compliance, legal obligations, and operational resilience, helping organizations establish practical frameworks for managing emerging risks and opportunities.
Abdur is a Certified Public Accountant (CPA) and a Certified Information Systems Auditor (CISA). He also holds AI-related certifications focused on artificial intelligence, AI governance, responsible AI, machine learning, and emerging technology risk, along with additional certifications spanning security, cloud technologies, governance, and related disciplines. His leadership reflects a multidisciplinary approach to building trustworthy, accountable, and resilient organizations in an increasingly AI-driven regulatory environment.