Withum is proud to share the successful launch of its new technology initiative, the Tax Transformation platform, to enhance efficiency, collaboration and client experience.
This innovative technology streamlines tax workflows by connecting multiple systems into a single unified view, reducing turnaround time, improving utilization and empowering team members to deliver an enhanced client experience that sets new industry standards. After two and a half years of product development and testing, the platform launched strategically ahead of the 2026 busy season to provide critical support for the Firm’s tax team.
The Tax Transformation platform integrates key operational systems to create seamless workflows that enable dynamic insights, intelligent automation and improved collaboration across teams. By leveraging advanced AI capabilities and real-time data analytics, the platform transforms the Firm’s internal operations.
“Tax Transformation will inherently change how we approach tax operations, allowing us to focus more on strategic advisory services while delivering exceptional results for our clients during busy season and beyond.”
Russell Goldberg, CPA, CITP, Tax Partner
As the accounting profession grapples with an ongoing talent shortage, Withum is making strategic investments in cutting-edge technology to equip team members with tools that significantly increase efficiency and support an advisor-first mindset. The Tax Transformation platform demonstrates the Firm’s dedication to leveraging technology not as a replacement for human expertise, but as a powerful amplifier of professional capabilities. By automating routine tasks and providing real-time insights, the platform allows tax professionals to focus on high-value advisory services and complex problem-solving for clients.
The platform’s impact extends far beyond simple efficiency gains. The technology also includes automated tax extensions and e-filing capabilities, further streamlining operations.
“We’re not just implementing new technology – we’re fundamentally reimagining how tax services can be delivered in the modern era. Our Tax Transformation platform empowers our team members with unprecedented capabilities while ensuring our clients receive the responsive, high-quality service they deserve, especially during the most demanding periods of the year.”
Molly Goins Cox, Chief Innovation Officer
This launch represents a cornerstone of the Firm’s comprehensive innovation strategy, which encompasses AI-driven workforce initiatives and firmwide transformation efforts designed to future-proof operations in an increasingly competitive marketplace. Withum’s commitment to technological advancement positions the Firm at the forefront of the profession’s evolution.
To learn more about Withum’s tax capabilities, visit the Tax Services page here.
Pat Walsh Pat Walsh, Managing Partner and CEO, has led numerous firmwide strategic initiatives focused on best practices, client experience and technology. He leads Withum’s national growth strategy and client service initiatives, with a focus on innovation, talent development and expanding the Firm’s advisory capabilities to meet clients’ evolving needs. Pat was recognized for his…
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Rich Wright Rich Wright is the Partner-in-Charge of Withum’s Buffalo, Rochester and Batavia offices, offering more than 30 years of public accounting experience and deep expertise in tax planning. He advises closely held businesses, high-net-worth individuals and business owners on complex tax compliance and advisory matters across multiple industries. A strategic, people-focused leader, Rich plays…
