Trisk

𝗬𝗼𝘂𝗿 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄 𝗜𝘀𝗻’𝘁 𝗕𝗿𝗼𝗸𝗲𝗻—𝗜𝘁’𝘀 𝗝𝘂𝘀𝘁 𝗘𝘅𝗵𝗮𝘂𝘀𝘁𝗲𝗱 Imagine asking your team to run a marathon—and then stopping them every mile to tie their shoes. That’s what happens when you switch between platforms to manage e-signatures, reports, customer portals, and workflows. The insight? Every time your team leaves one tool for another, their focus fractures. Studies show it takes 23 minutes to regain full concentration after a task switch. Multiply that by the number of tools they juggle, and you’re bleeding productivity. What’s the solution? Start thinking of tools as teammates. If they don’t work together seamlessly, they’re slowing you down.

🙏 Thank You for Joining Us! 🙏   Thank you to everyone who attended today’s 𝗪𝗼𝗿𝗸𝘀𝗵𝗼𝗽 𝗼𝗻 𝗔𝗜 𝗮𝗻𝗱 𝗥𝗣𝗔 𝗶𝗻 𝗧𝗮𝘅 event! We hope you found the insights valuable and actionable.   💡 Missed something? No worries! The presentation will be shared with all attendees soon. 📅 𝗠𝗮𝗿𝗸 𝗬𝗼𝘂𝗿 𝗖𝗮𝗹𝗲𝗻𝗱𝗮𝗿! Our next event, in collaboration with the Utah Association of CPAs (UACPA), "𝗣𝗿𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝗔𝗜 𝗔𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀: 𝗔 𝗖𝗮𝘀𝗲 𝗦𝘁𝘂𝗱𝘆" is coming up on 𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆 𝟭𝟯, and you won’t want to miss this one!   Time to put AI into action! In our final lesson, we’ll walk through a riveting case study showing how AI can revolutionize financial automation. See how AI tools like ChatGPT can automate financial reporting and how Anthropic’s models can enhance data analysis. Gain hands-on experience, uncover opportunities, and learn how to deploy and manage AI tools like a pro. Get ready for a practical guide that’s engaging, informative, and fun!   🔗 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗻𝗼𝘄: https://lnkd.in/gy5Jhvzr

⏰ It’s Almost Time! We’re just 𝟮 𝗵𝗼𝘂𝗿𝘀 𝗮𝘄𝗮𝘆 from the 𝗪𝗼𝗿𝗸𝘀𝗵𝗼𝗽 𝗼𝗻 𝗔𝗜 𝗮𝗻𝗱 𝗥𝗣𝗔 𝗶𝗻 𝗧𝗮𝘅 Join Trisk CEO Tom Brehmer as he dives into how AI and RPA are revolutionizing tax filings, compliance, and scalability in financial operations. 💡 𝗪𝗵𝗮𝘁 𝗬𝗼𝘂’𝗹𝗹 𝗟𝗲𝗮𝗿𝗻: • AI & RPA in Tax: Automate filings and compliance for maximum efficiency. • Scalable Solutions: Techniques to grow your organization seamlessly. • Real-World Case Studies: Practical insights you can implement immediately. 📅 Date: Today 🕛 Time: Noon (MDT) 💻 Location: Zoom 📜 CPE: One (1) hour 💲 Fees: $30 for Nonmembers | Free for UACPA Members Seats are filling up fast—𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗻𝗼𝘄 𝗯𝗲𝗳𝗼𝗿𝗲 𝗶𝘁’𝘀 𝘁𝗼𝗼 𝗹𝗮𝘁𝗲! 🔗 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://lnkd.in/gMr67mf8

🎙️ 𝗨𝗻𝗹𝗼𝗰𝗸 𝘁𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗼𝗳 𝗧𝗮𝘅 𝘄𝗶𝘁𝗵 𝗧𝗼𝗺 𝗕𝗿𝗲𝗵𝗺𝗲𝗿 𝗮𝗻𝗱 Utah Association of CPAs (UACPA) 𝗔𝗜 & 𝗥𝗣𝗔 𝗶𝗻 𝗧𝗮𝘅 𝗪𝗼𝗿𝗸𝘀𝗵𝗼𝗽 – 𝗝𝗮𝗻𝘂𝗮𝗿𝘆 𝟵 Join us for an exclusive workshop with Tom Brehmer, CEO of Trisk and Principal & Founder of VPTax, Inc. With over 40 years of expertise in tax consulting, compliance, and innovation, Tom is a leading voice in tax technology. 𝗠𝗲𝗲𝘁 𝗧𝗼𝗺 𝗕𝗿𝗲𝗵𝗺𝗲𝗿 • Former Tax Partner at KPMG US (1978–1990): For over 13 years, Tom led tax services for financial institutions and companies in Central California, combining deep expertise with practical solutions. • Founder of VPTax, Inc. (1991–Present): Tom founded VPTax, a specialized tax consulting firm that supports multinational and multi-state corporations in high-growth industries. VPTax offers expertise in areas such as R&D tax credits, transfer pricing, and FIN-48 reporting, providing practical solutions for complex tax challenges. Founder and CEO at Trisk (2018–Present): Now at Trisk, Tom focuses on integrating AI and robotic process automation (RPA) to streamline workflows, enhance compliance, and improve scalability across industries. Trisk empowers businesses in Professional Services to automate routine processes, optimize operations, and achieve greater efficiency. 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗪𝗼𝗿𝗸𝘀𝗵𝗼𝗽 𝗠𝗮𝘁𝘁𝗲𝗿𝘀 Learn from one of the tax industry’s foremost innovators, as Tom shares: ✅ How to Automate Tax Filings & Compliance Streamline processes with tools like Trisk to save time and reduce errors. ✅ Real-World Case Studies Practical insights you can implement immediately to simplify processes and boost efficiency. 𝗘𝘃𝗲𝗻𝘁 𝗗𝗲𝘁𝗮𝗶𝗹𝘀 🗓️ Date: January 9 🕛 Time: 12:00 PM (MDT) 💻 Location: Online via Zoom 📜 CPE Credit: 1 Hour 💲 Fees: $30 for Nonmembers | Free for UACPA Members 🔗 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗡𝗼𝘄: https://lnkd.in/gMr67mf8 ✨ Don’t Miss Out! Be part of the conversation shaping the future of tax. Whether you're curious about automation or ready to implement cutting-edge solutions, this workshop offers invaluable insights from a seasoned expert. Spaces are filling up fast—secure your spot today!

"𝘛𝘳𝘪𝘴𝘬—𝘵𝘰 𝘩𝘦𝘭𝘱 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴𝘦𝘴 𝘴𝘵𝘳𝘪𝘬𝘦 𝘵𝘩𝘦 𝘱𝘦𝘳𝘧𝘦𝘤𝘵 𝘣𝘢𝘭𝘢𝘯𝘤𝘦 𝘣𝘦𝘵𝘸𝘦𝘦𝘯 𝘴𝘦𝘭𝘧-𝘴𝘦𝘳𝘷𝘪𝘤𝘦 𝘦𝘧𝘧𝘪𝘤𝘪𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘸𝘩𝘪𝘵𝘦-𝘨𝘭𝘰𝘷𝘦 𝘤𝘢𝘳𝘦."

🚨 𝗔𝘁𝘁𝗲𝗻𝘁𝗶𝗼𝗻 𝗧𝗮𝘅 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹𝘀: 𝗔𝗿𝗲 𝗬𝗼𝘂 𝗥𝗲𝗮𝗱𝘆 𝘁𝗼 𝗥𝗲𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝗶𝘇𝗲 𝗧𝗮𝘅 𝗣𝗿𝗼𝗰𝗲𝘀𝘀𝗲𝘀 𝘄𝗶𝘁𝗵 𝗔𝗜 𝗮𝗻𝗱 𝗥𝗣𝗔? Curious how AI and robotic process automation (RPA) can transform tax filings and compliance? Join us on 𝗝𝗮𝗻𝘂𝗮𝗿𝘆 𝟵 for the next must-attend event in our AI Series, in collaboration with the Utah Association of CPAs (UACPA). This hands-on workshop will uncover how cutting-edge tools like Trisk can streamline tax operations, scale financial analysis, and make tax tech exciting! 🚀 𝗪𝗵𝗮𝘁 𝗬𝗼𝘂’𝗹𝗹 𝗟𝗲𝗮𝗿𝗻: • AI in Tax: Automate filings and compliance for maximum efficiency • RPA Insights: Supercharge your processes and reduce repetitive tasks • Scalable Solutions: Techniques to grow your organization seamlessly • Interactive Examples: Explore real-world applications of AI and RPA in tax ✨ 𝗪𝗵𝘆 𝗔𝘁𝘁𝗲𝗻𝗱? This isn’t just another webinar—it’s your opportunity to gain actionable insights into leveraging AI and RPA to simplify your tax processes, save time, and scale smarter. 🎤 Speaker: Tom Brehmer, CEO at Trisk and Ex-Principal & Founder of VPTax, Inc. 📅 Event Details: Date: January 9 Time: Noon (MDT) Location: Zoom CPE: One (1) hour 💲 Fees: $30 Nonmembers | Free for UACPA Members 🔗 Register now: https://lnkd.in/gMr67mf8 Will you embrace the future of tax tech or get left behind? Equip yourself with tools and insights to simplify and scale your tax operations effortlessly.

The end of the year feels like closing a book, doesn’t it? You’ve barely survived endless meetings, unexpected deadlines, and the horror of sending an email without an attachment.🙈 But now, a new story is just beginning. Sure, there’ll still be plot twists—like forgetting your camera is on during a call or scrambling to find the mute button before your dog starts barking on Zoom. 😃But here’s the best part: every chapter ahead is yours to write, and we’re here to help you shape it into a success story. Here’s to smoother workflows, memorable achievements, and a year full of possibilities. Cheers to turning the page with purpose and confidence. — The Trisk Team 💻✨

𝗛𝗼𝘄 𝗣𝗿𝗼𝗰𝗲𝘀𝘀 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗲𝗱 𝗙𝗼𝗿𝗱 𝗠𝗼𝘁𝗼𝗿 𝗖𝗼𝗺𝗽𝗮𝗻𝘆 In the early 2000s, Ford Motor Company, a legendary name in the automotive industry, faced a daunting challenge. Their accounts payable process was bogged down by inefficiencies, with over 500 employees manually processing invoices. The system was rife with errors, leading to skyrocketing costs and strained relationships with suppliers. Ford’s leadership recognized that the status quo was unsustainable. Rather than simply tweaking their existing processes, they made a bold decision: embrace full-scale process automation. 🌐 By implementing a system that automatically matched invoices with purchase orders and shipping receipts, Ford revolutionized their workflow. This transformation allowed them to reduce the accounts payable staff by 75%, drastically cut down processing time, and significantly minimize errors. The impact was profound: 💰 Cost Savings: Ford's automation initiative saved millions annually. ⏱️ Efficiency Gains: Invoice processing time shrank from weeks to just days. 🎯 Employee Focus: Freed from repetitive tasks, employees could focus on more strategic and value-driven activities. 🤝 Stronger Supplier Relationships: Faster and more accurate payments built trust and strengthened partnerships. This case is a powerful reminder of how automation can reshape even the most established industries. It’s not just about cutting costs; it’s about creating a more agile, resilient, and future-ready organization. The takeaway? Don’t fear automation—leverage it to unlock your company’s full potential. 🚀 #AutomationLegendsWithTrisk

7 Most Asked Questions About E-Signatures—Solved, Simplified, and Explained Electronic signatures aren’t just about convenience—they’re about transforming how businesses operate, saving time, and ensuring security. But even the most innovative tools come with questions. Here are the 7 most asked questions about e-signatures, answered to make your life easier & workflows smoother. 1️⃣ Are e-signatures legally binding? Yes, they are. E-signatures are recognized under global standards like the ESIGN Act (US) and eIDAS (EU). Features like digital certificates and audit trails ensure compliance and authenticity, giving you the confidence to close deals without second-guessing. 2️⃣ How secure are e-signatures? Security is a foundation. Leading platforms use end-to-end encryption, role-based access, and tamper-proof technology to keep documents protected. Final versions are locked and stored securely, ensuring nothing can be altered post-signature. 3️⃣ What happens if someone tries to alter a document after it’s signed? The moment a document is signed, the final version is locked. If edits are needed later, the original file remains untouched while any changes are tracked transparently. This ensures that no unauthorized modifications can slip through. 4️⃣ Can multiple people sign the same document electronically? Yes, and it’s seamless. Modern e-signature tools enable multi-signer workflows where you can assign roles, define signing order, and track progress in real-time. 5️⃣ What types of documents can I sign electronically? From contracts and NDAs to approval forms and invoices, almost anything can be signed electronically. For repetitive tasks, customizable templates (available on some platforms) make the process even faster and more consistent. 6️⃣ How do I know if my e-signature is valid and accepted? Every valid e-signature includes a digital certificate, timestamp, and audit trail. These elements prove the document’s authenticity and legal compliance, whether you’re in a negotiation or dealing with regulatory checks. 7️⃣ What features should I look for in an e-signature solution? The best solutions go beyond signatures. Look for tools with reminders, document tracking, and clear workflows. Bonus points for transparent pricing models and features like collaborative comments, ensuring every step is as smooth as the signature itself. Why Trisk? Everything you’ve read—compliance, security, collaboration, and efficiency—is at the core of Trisk. But we don’t just stop there—we elevate the experience. With Trisk, you get legally binding e-signatures built on a foundation of SOC 2 Type II compliance for ironclad security. Stay on top of deadlines with integrated reminders and document tracking that keep you informed at every step. And here’s something to act on: our all-inclusive pricing—with no hidden fees or surprises. 🔗 Try Trisk today and discover a smarter, more secure way to e-sign: https://lnkd.in/gn-qrbyt

The holidays are that rare time when the world slows enough to notice the little things — the laughter over a shared meal, the warmth of a quiet hug, or the joy of finding glitter on your face from a card someone cared enough to send. And, of course, there’s always the mystery of who ate the last cookie and blamed the dog. It’s these small moments that remind us how much we’re connected and how much we matter to each other. 𝗛𝗮𝗽𝗽𝘆 𝗛𝗼𝗹𝗶𝗱𝗮𝘆𝘀!