Finance and Tax Automation Training

Learn to automate your finance and tax processes and build efficiency with our in-person workshop.

Need help with your order? Check our FAQs page or get in touch.

Interactive tax technology workshops

Our Finance and Tax Automation Training workshops equip your team with the skills they need to thrive in the ever-evolving tax environment and stay ahead of change.

The workshops provide a comprehensive solution, tailored to your needs and tax technology stack. We offer in-depth training on tools like Alteryx, Knime, and Microsoft products. Through case studies and hands-on labs, you’ll develop practical skills in tax automation and wider-finance workflows.

Choose a one-day tax technology workshop or a series of custom sessions for your automation platform of choice – your expert team will tailor the training to your business’ needs.

Enhance digital skills

Enhance your team's digital skills with the latest tax technology tools, including improved AI capabilities.

Stay compliant

Ensure your business meets current and future financial expectations, complies with HMRC's digital requirements, and stays ahead of regulatory changes to avoid penalties.

Increase efficiency

Streamline your tax processes, reducing manual effort and minimising errors.

Personal growth

Empower your team members to become Automation Champions, leading your business through digital transformation.

Practical experience

Gain hands-on experience with real-world case studies and an automation lab, bringing your ideas to life.

What you will learn in your one-day workshop?

Morning agenda

We explore how automation can improve your daily work and the possibilities in the automation market.
How to approach and design automation projects.
Get hands-on with your chosen automation platform and create a simple flow.
An interactive session on developing a flow.

Afternoon agenda

Dig into business-specific case studies and automation lab.
Bring your ideas to life with practical applications.

Additional services

Post-training support for your team.
Co-development of automation flows with our experts.
Ongoing consultation to ensure your continued success.
AI enablement and development.

Speak to an expert

Our Finance and Tax Automation Training workshops set the standard for client service. We deliver exceptional value and help you stay ahead in a rapidly evolving tax landscape. Contact us to transform your tax processes today.