Making the Right Choice for Your Firm’s Tax Provision Software
May 6, 2025 2:00pm ETManaging ASC 740 calculations is complex, time-sensitive, and high-stakes. If you’re still relying on spreadsheets or outdated software, you’re likely facing inefficiencies, errors, and compliance risks. With increasing regulatory scrutiny and growing client demands, choosing the right tax provision software is more important than ever.
Join Stephanie Dunn, Director at Katz, Sapper & Miller, and Xander Jones, Director of Professional Services at Exactera, for a live discussion on how to evaluate and select the right tax provision solution for your firm. You’ll learn what to look for in tax provision software, helping you make a confident, informed decision. And, you’ll discover key software features that drive efficiency, and how the right solution can help you scale without adding resources. Whether you’re looking to improve accuracy, streamline compliance, or enhance internal controls, this session will give you the insights you need.
As a practitioner who recently went through this process, Stephanie will share her firsthand experience—what selection criteria mattered most, how she navigated the decision, and why she ultimately chose Exactera’s tax provision software. This is your chance to hear directly from a peer who understands the challenges and priorities firsthand.
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Learning Objectives
Why manual processes and outdated tools create risk—and how to fix it
The must-have features that simplify tax provision and improve accuracy
How to evaluate software options based on your firm’s specific needs
Proven strategies to gain buy-in and successfully implement new technology
The Host
Stephanie Dunn
Katz, Sapper & Miller’s Business Advisory Group Director
Stephanie Dunn is a director in Katz, Sapper & Miller’s Business Advisory Group. Stephanie helps businesses and their owners navigate complex federal and multistate tax matters to optimize their tax position and comply with reporting requirements. She also leads the firm’s tax provision practice, guiding clients through the complexities of reporting requirements and performing the calculations and analyses necessary. Prior to joining KSM, Stephanie spent 11 years with a Big Four firm servicing the tax needs of private companies.
Xander Jones
Exactera Tax Provision Director
Xander Jones is a Texas CPA with over 18 years of experience serving both public and private clients. His background includes roles in public accounting at RSM and leadership positions in multinational tax departments at Enterprise Holdings, NorthStar Anesthesia, and WIS International. Currently, Xander is the Director of Professional Services Group, Tax Provision at Exactera. His technical expertise spans corporate income tax compliance and consulting, with a strong focus on accounting for income taxes.