Live Training Series:

Thursdays, July 11 - July 25
11 am CDT

Fact: Tax professionals spend more than 50% of their time gathering tax data, and less than 30% on strategic tax analysis. This interactive training series is designed for tax professionals ready to roll up their sleeves to simplify the most tedious tax prep work and processes. Join our crash course to access everything you need to start applying analytics to automate time-intensive data collection, spreadsheet manipulation, and tax calculations. Get hands-on with self-service analytics through our guided tax-focused exercises, and quickly discover how to deliver powerful insights at record speed.

Register for Self-Service Analytics 101: Crash Course for Tax to reserve your spot for three one-hour sessions of interactive learning.


  • Session 1 – July 11: From Worksheets to Workflows
    Fundamentals: What are Common Excel Functions Used by Tax?
  • Session 2 – July 18: Using Self-Service Analytics for Tax
    Sample Use Case: How Can We Assign Tax Rates to Salary Automatically?
  • Session 3 – July 25: Automating Tax Processes
    Sample Use Case: How Can We Automate Preparation of a 12-Month Trial Balance Sheet?



Chad Martin
CEO & Founder
Data Prep U