Join Ignition, Karbon, SmartVault, and Intuit as we roll up our sleeves to show you practical AI applications across the entire best in class accounting ecosystem. Whether you’re a business owner focused on growth and scalability, or a team member seeking greater efficiency and impact, you’ll walk away with ready-to-use ideas and examples to embed in your firm right away.
Through a series of live, real-world demonstrations, you’ll see how these technologies can help you work smarter this tax season—from optimizing pricing and client communications to automating document collection and orchestrating team workflows.
By the end of this session, participants will be able to:
Learn how AI features in best-in-class platforms like Ignition, Smartvault and Karbon each help simplify workflows and reduce admin this tax season.
Apply practical, real-world use cases- from smarter pricing to automated document collection and AI-driven workflow orchestration, directly within their own firms.
Evaluate how to build a secure, best-of-breed tech ecosystem that leverages AI effectively and prepares their practice for future innovation.
CPE: 0
CE: 0