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Making a Tax Technology Transformation Plan Work For You

Jeroen Kramer, Steef Huibregtse

June 24, 2025

1 Hour

Why Attend

Many tax professionals recognize the need for digital transformation, but far fewer succeed in making it work in practice. Tax Technology Transformation Plans often exist on paper, yet struggle to translate into day-to-day changes in how tax departments operate, collaborate, and make decisions.


This webinar focuses on the individual journey behind tax technology transformation. Rather than presenting a generic framework, it explores how professionals navigate their own path, from early motivation and first steps to maturity, decision-making, and lessons learned along the way. The emphasis is on realism. Transformation is not linear, and progress depends as much on people, mindset, and leadership choices as on tools and systems.


Attending this session will help participants reflect on where they stand today and how to move forward with a roadmap that fits their organization, team, and personal role. It highlights how individual choices shape the success of broader transformation efforts and how professionals can actively steer change rather than react to it.


Participants will gain perspective on:

  • How tax technology journeys typically start and evolve over time

  • How maturity develops through experience, not just implementation

  • Why individual leadership decisions matter for sustainable change

  • How personal growth and organizational transformation reinforce each other


This webinar is designed to help tax professionals turn transformation from an abstract ambition into a practical, personal roadmap.


Topics Covered

The session follows the natural stages of an individual tax technology transformation journey, grounded in real experience.


Key topics include:

  • The beginning of the tax technology journey: Why professionals start engaging with tax technology and digital transformation, and what triggers the first steps.

  • Assessing maturity and current position: How to evaluate where you and your organization stand today in terms of digital and data maturity.

  • Professional growth through transformation: How working with tax technology reshapes skills, responsibilities, and career development over time.

  • Challenges and lessons learned: Common obstacles encountered during digital transformation and the practical lessons that emerge from them.

  • Decisions that change ways of working: How specific decisions influence processes, collaboration, and control within the tax department.

  • Assessing team readiness: How to evaluate a team’s data and digital readiness and identify gaps that must be addressed before scaling transformation.

  • Defining next steps: How to translate reflection into concrete actions and define a realistic path forward.


The focus throughout is on experience-based insight rather than theory, helping participants relate the content directly to their own situation.


Who Is This For

This webinar is intended for tax professionals who are actively involved in or preparing for digital transformation:

  • Tax professionals and specialists: Who want to understand how digital transformation affects their role and career development.

  • Tax managers and team leads: Responsible for guiding teams through change and embedding new ways of working.

  • Tax technology and transformation roles: Involved in shaping roadmaps, governance, and implementation choices.

  • Professionals at different maturity stages: Whether just starting out or already well into a transformation journey.

  • Those seeking a personal roadmap: Who want to reflect on their own journey and define next steps that are realistic and actionable.


This session is particularly valuable for professionals who want to align personal development with organizational transformation rather than treating tax technology as a purely technical initiative.

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Making a Tax Technology Transformation Plan Work For You

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