Tax automation is moving quickly, and with it comes questions about where the future of tax tech goes next.
With so many tools and technologies available, it’s easy to chase what’s new without pausing to ask: Does this actually improve how we work? And will these improvements continue over the long-term?
For tax professionals, the challenge isn’t just keeping pace with regulation, but helping clients build governance frameworks that grow with them; structures that are resilient, adaptable, and ready for change.
At Saffery, our Corporate Tax Team are focused on helping clients evolve their governance approach as their business grows and preparing them for future risks.
Why starting small works
Rolling out automation, including AI, across tax processes can feel daunting. The temptation is to go big – but large-scale implementations without the right foundations often falter. If technology is rushed, the intended benefits may not be achieved, adoption can be low, and confidence drops.
At Saffery, we believe success comes from shifting the mindset. Starting small, we look to make incremental shifts, not getting hung up on the pursuit of perfection. The goal isn’t flawless transformation. It’s steady, strategic improvement.
Careful steps, clear impact
Our tax teams are taking a phased approach, introducing automation in small steps to understand what works best before expanding further. We’re investing not just in tools, but in people. So, it’s critical to choose technology that suits how we work, and to use it with intent, which means:
- Hiring and developing professionals focused on tax tech implementation, and
- Upskilling our tax teams through training that blends tax and tech applications.
We’re also developing programmes to identify and close skills gaps, helping our people build tech fluency as part of their long-term development.
Tailoring automation to our clients
Balancing expertise and innovation
Join the conversation
We’re building a team that combines technical tax expertise with a mindset of curiosity, experimentation, and continuous learning. As automation continues to reshape how tax services are delivered, we’re focused on thoughtful innovation that enhances both efficiency and quality. If you’re passionate about advancing tax through smart technology and helping clients navigate change with clarity and confidence, we’d love to hear from you.
Connect with us