Webinar – The flexibility advantage: how tax software adapts to your reality

Join Grant Thornton and insightsoftware on April 23 for a free ITR webinar exploring how flexible tax software aligns with your existing processes, enabling smoother adoption, integration, and phased implementation across complex organisations

Modern tax software promises efficiency – but adoption often stalls when solutions force teams to abandon familiar processes or overhaul existing systems. In this session, experts from Grant Thornton and insightsoftware discuss how flexible technology approaches reduce common adoption barriers.

Learn how professional services and partner experts evaluate changing requirements and adapt solutions to fit your reality – addressing integration with existing systems, preserving workflows teams already know, and enabling phased roll-outs that match organisational readiness. Hear real-world perspectives on evaluating tax solutions for enterprise complexity without forcing your processes into rigid templates.

Key takeaways:

Why software flexibility matters for adoption and implementation planning;
How to assess solutions for integration, process, and deployment adaptability; and
Considerations for phased implementation strategies.

Topics

Casey Cullen

Manager, Tax Digital Transformation and Automation Grant Thornton

Casey has more than 10 years of corporate taxation experience. She has gained comprehensive expertise in using different tax software.

As an end user, Casey has been part of the implementation process for both provision and compliance. Taking her end user experience and knowledge, Casey is applying this to different requirements to meet client expectations.

Dawnmarie O'Rourke

Senior Manager, Professional Services Insightsoftware

Dawn is senior manager, professional services for the Longview Tax software products. She has 10 years of experience in professional services assisting companies in various industries in implementation and optimisation of their tax provision and compliance technology solutions.

Dawn has considerable expertise in identifying and implementing best practices and process improvements, allowing clients to develop an efficient and accurate tax process that utilises the latest tools and tax practices.

Prior to working in a professional services capacity, Dawn spent over 15 working in various tax departments implementing and administering tax technology solutions across multiple industries, with a specific focus on insurance companies.

Matt Miller

Senior Principal Consultant, Professional Services Insightsoftware

Matt has 14 years of experience implementing Longview Tax. He has adapted the solution to requirements across different industries including energy, banking, and insurance. Matt has a BS degree in computer science from the University of Akron and is a member of the Association for Computing Machinery.