Webinar: The Modern Tax Department: Working with SharePoint, Microsoft 365, and the Power Platform

Between wrapping up compliance season and preparing for year end, ensuring that your tax department stays abreast of the latest Microsoft technologies has likely taken a back seat. These tools, however, can drive process efficiencies and automation for tax users, enabling the modern tax department to work smarter in today’s virtual work environment while preparing for whatever the future holds.

This one-hour webinar will highlight how tax departments can leverage the latest capabilities of the Microsoft 365 platform for collaboration, document management, and process automation. You likely have these tools available for use today, and you can be well on your way to taking advantage of them with just a little guidance. GTM’s team will provide updates on:

• Enhancing collaboration with SharePoint and Teams
• Securing and centralizing tax documents with SharePoint
• Automating and streamlining processes that are currently manual with Power Automate
• Providing data visualizations and dashboards with Power BI
• Integrating with other applications and platforms in your company

Earn 1 CPE credit for attending this live webinar.

GTM Presenters:

Ryan Lynch, Managing Director - Tax Automation Services & CTIO
Matt Delaney, Senior Manager - Tax Automation Services