Deloitte’s latest initiatives underscore the critical role of transparency, digitalization, and artificial intelligence (AI) in navigating increasingly complex economic, regulatory, and technological challenges.
Two recent updates from the firm—a 2025 Global Tax Policy Survey and the launch of AI Advantage for CFOs—reveal how organizations are adapting to regulatory demands, sustainability pressures, and the transformative potential of AI.
These developments offer a roadmap for businesses aiming to stay competitive in an era of uncertainty.
Deloitte’s 2025 Global Tax Policy Survey, which gathered insights from over 1,100 tax and finance executives across 28 countries, highlights transparency and digitalization as top priorities for tax professionals.
Amid regulatory shifts and geopolitical volatility, 82% of respondents anticipate increased public tax disclosures within the next two to three years, driven by stakeholder expectations and national-level transparency laws.
This focus on transparency is said to be reshaping how organizations align their global data and public tax narratives with internal governance strategies.
Amanda Tickel, Deloitte’s Global Leader of Tax & Legal Policy, emphasizes the need for collaboration across organizations to manage these shifts, stating,
“Tax leaders must understand where they are, where they’re going, and how they can get there.”
Digitalization ranks as the second most impactful trend, with 86% of respondents noting progress toward the OECD’s Tax Administration 3.0 framework, which embeds tax processes seamlessly into business systems.
This year, 35% reported significant movement toward this model, up from 13% in 2024, signaling accelerated adoption.
However, optimism about AI-driven tax tools is tempered, with only 29% expecting improved accuracy and fewer anticipating cost reductions compared to last year.
The survey also notes growing discussions on taxing AI-generated value, with 79% of executives aware of such conversations.
Sustainability has risen to the third most impactful issue, climbing from fifth in 2024.
Over half (55%) of respondents now view sustainability as a top tax concern, encompassing carbon taxes, ESG reporting, and energy levies.
Compliance with mechanisms like Europe’s Carbon Border Adjustment Mechanism (CBAM) poses significant costs, particularly in regions where 45% of respondents flagged CBAM as a major challenge.
Willem Blom, Deloitte’s Global Leader of Tax & Legal, underscores the dual reality of regulatory demands and emerging priorities like digitalization and sustainability, urging businesses to adopt integrated strategies for long-term success.
Notably, Deloitte has also launched AI Advantage for CFOs, an AI-powered analytics and insights platform developed in collaboration with Amazon Web Services (AWS) and Anthropic.
This solution leverages Amazon Bedrock and Anthropic’s Claude 3.7 Sonnet model to automate finance processes, streamline insights from multimodal data (documents, images, audio, and video), and drive innovation.
Volkswagen Group Argentina is among the first global clients to adopt this platform, utilizing capabilities like CFO Insights, AI-Powered Finance, Agent Builder, and Conversational AI to enhance financial planning and identify growth opportunities.
The platform’s Finance Automation Agents reduce cycle times and improve forecast accuracy, offering a secure environment with robust AWS security measures.
Diego Saenz, managing director at Deloitte Consulting LLP, describes it as a “game-changing solution” that combines Deloitte’s industry expertise with cutting-edge AI to transform finance, operations, and more.
To meet global demand, Deloitte is establishing an AI Advantage for CFOs Center of Excellence, focusing on prototyping and implementing AI-driven use cases for clients like Volkswagen.
Deloitte’s survey and AI Advantage for CFOs reflect a strategic response to today’s complex business environment.
By prioritizing transparency and digitalization, tax professionals are now said to be focused on addressing regulatory pressures and stakeholder demands.
Simultaneously, AI innovations empower CFOs to unlock new efficiencies and insights.
As sustainability and digital transformation continue to reshape global policy and operations, Deloitte’s integrated approach—backed by its Trustworthy AI framework and training through the Deloitte AI Academy—strategically positions organizations to excel in an AI-driven future.