Don’t Let Tax Trip You Up: How AR Teams Can Automate, Comply, and Protect the Bottom Line in Today’s Economy

In today’s uncertain times, every dollar matters—and so does every process. For Accounts Receivable teams, outdated manual workflows and compliance blind spots can result in costly tax penalties, operational inefficiencies, and increased audit risk. But it doesn’t have to be this way.

Join us for a practical session where we’ll break down how AR leaders can take proactive steps to automate key processes, ensure regulatory compliance, and reduce tax-related risk—while actually saving the business money.

Whether you're already feeling the pinch or just trying to future-proof your operations, this session will provide real-world insights and actionable strategies to help you and your team get it right from the start.

Discussion Topics Will Include:

• The true cost of manual processes in Accounts Receivable—and what automation can solve
• Sales tax implications that AR professionals can’t afford to ignore
• How exemption certificate issues and customer master data errors lead to unnecessary fines
• Regulatory and compliance challenges in AR—and how to stay ahead of them
• Why workflow matters: Designing your AR process with compliance in mind
• Real-world examples of tax errors that cost companies big (and how they could have been prevented)
• Preparing your team for audits and economic shifts with smarter AR strategies
• How AR and Tax can collaborate for a stronger, more compliant organization

Jess Scheer
Executive Editor, IOFM

Jess Scheer is an award-winning business reporter, focusing on financial operations. He has spent more than 25 years creating must-have content for professionals in the finance area. He serves as Executive Editor of the Institute of Finance & Management.

Silvia Aguirre
Founder and CEO, Tax CSA

Silvia Aguirre is a recognized expert in indirect tax with over 30 years of experience; she founded and serves as CFO of Tax CSA, LLC. She previously served as an Auditor for the State of Texas and as a Tax Manager for national companies in manufacturing, retail, and software industries.