AI and the Tax Function: Strategies and Roadblocks

Matt Paparella, Tracey Grant-Castleman
8/27/2025

As AI adoption accelerates, tax leaders are being called to the table – but often without a road map. In this recorded webinar, Crowe tax leaders Matt Paparella and Tracey Grant-Castleman explore the barriers tax teams face when integrating with enterprise AI strategies and offer actionable guidance to navigate data readiness, governance alignment, and cross-functional collaboration.

Watch the full discussion to learn how your tax function can move from reactive to strategic in an AI-driven future.

Topics you will learn about:

  • The most common challenges tax departments face with AI adoption
  • How to evaluate AI use cases that affect tax risk and compliance
  • Approaches to improve tax data readiness and governance
  • How to elevate tax’s strategic voice in cross-functional AI projects
  • Best practices for collaborating with IT and finance teams
  • Key considerations for aligning tax with enterprise AI initiatives

Note: Only attendees of the live webinar are eligible for CPE or CLE credit for qualifying webinars. If you view the webinar recording on this page you may not be eligible for CPE or CLE. For questions about CPE, contact [email protected]. Additional CPE information.

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Tracey Grant-Castleman
Tracey Grant-Castleman
Partner, Tax Transformation Leader
Matt Paparella
Matt Paparella
Partner, Tax AI Leader