Tax Technology Essentials: Erp, Tax Engines, Data, Ai

Teching up the Modern Tax Professionals

What you'll learn

Understand the key technologies transforming tax, including AI, automation, and blockchain

Identify and classify different types of crypto assets and their tax implications

Apply the principles of data ethics, governance, and data security in a tax context

Learn how tax data is collected, processed, and used across digital system

Requirements

A basic understanding of tax, accounting, or finance concepts (e.g., VAT, income tax, corporate tax)

Interest in how technology is changing the tax profession

Description

The tax profession is changing — fast. Digital tools, data-driven processes, and automation are no longer optional. If you're a tax professional, accountant, or finance team member, understanding tax technology is critical for staying relevant and ahead of the curve.This course offers a condensed, podcast-style (with visuals) exploration of key concepts to pass Tax Technology exams. Designed for busy professionals, this course breaks down complex ideas into practical, engaging, and easy-to-follow audio lectures.You’ll learn how digital tools are transforming compliance, how data and ethics intersect in tax workflows, and how emerging technologies like AI and RPA are shaping the future of tax administration — all delivered in short, digestible episodes.Whether you're exploring digital transformation in your firm or simply want to understand the “why” behind the changes happening around you, this course is your practical entry point into the world of tax technology.What you'll learnUnderstand the core concepts of tax technology and its role in transforming tax functionsIdentify different types of tax technology tools and how they apply to real-world tax workExplore ethical data practices, governance standards, and data security in tax settingsGet up to speed on emerging technologies like AI, blockchain, and automation in taxLearn how to manage and deliver tax technology projects using modern methodologiesDiscover how to handle, structure, and use tax data effectively for compliance and advisoryUnderstand HMRC’s ten-year digital strategy and how it impacts UK tax professionalsLearn how to deliver more proactive, technology-enabled tax services

Overview

Section 1: The Tax Tech Shift: Why It Matters Now

Lecture 1 Introduction

Lecture 2 What you'll learn

Lecture 3 Understanding Tax Technology and its Impact:

Section 2: Decoding the Tax Tech Toolbox

Lecture 4 AI and ML processes

Lecture 5 AI and Machine Learning in Tax

Lecture 6 Selecting Software

Lecture 7 XML and XBRL

Lecture 8 APIs

Lecture 9 Data visualisation

Lecture 10 iXBRL taxonomies

Lecture 11 OCR

Lecture 12 Data analytics

Lecture 13 Programming

Lecture 14 Robotic processes

Lecture 15 Bespoke software

Section 3: 3.Trust, Ethics & Control: Navigating Data in Tax

Lecture 16 UK GDPR Essentials

Lecture 17 Personal Data

Lecture 18 GDPR Compliance

Lecture 19 Data protection and security

Lecture 20 Types if attacks

Lecture 21 Technology Risks

Lecture 22 Cybersecurity controls

Tax professionals looking to understand and adapt to the impact of technology in their field,Accountants, analysts, and finance team members who interact with tax processes or data