CPAacademy.org | FUTURE-PROOF YOUR FIRM WITH AI: STREAMLINE TAX SEASON

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Future-Proof Your Firm With AI: Streamline Tax Season and Month-End Close

Business Management and Organization

FUTURE-PROOF YOUR FIRM WITH AI: STREAMLINE TAX SEASON AND MONTH-END CLOSE

Available Date(s)

Thursday, June 20, 2024: 3:00PM EDT

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Business Management and Organization

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm

Series: ChatGPT & Artificial Intelligence

Course Description

With tax season behind us, now is the perfect time to evaluate your processes and tools to better prepare for the next one.

Are you looking to:

Avoid another season of burnout

Find better ways to optimize your month-end close procedures

Manage your clients more effectively, from client communication to document collection

Improve your processes to scale time, resources, and even your client base

Get more time back so you can focus on identifying opportunities to improve your client advisory services (CAS)

Join Docyt Co-Founder & CTO, Sugam Pandey, for a live discussion and Q&A session exploring the top challenges faced by accounting firms and how leveraging AI-powered bookkeeping can optimize your firm’s operations in key areas. Don't miss this opportunity to hear about real-life use cases that can optimize your firm's operations and prepare you for a successful tax season.

Learning Objectives:

Identify key strategies to enhance month-end closing procedures through AI integration

Recognize the benefits of automating tasks for improved accuracy and error detection in financial data

Determine the impact of leveraging AI on the scalability and efficiency of accounting operations

List real-life use cases showcasing the optimization of accounting processes with AI technology

Sugam Pandey

Docyt
Co-Founder & CTO
sugam@docyt.com

Sugam Pandey is the Co-Founder and CTO of Docyt. He has previously held Engineering Team Lead roles at HealthFidelity and Junyo, where he directly contributed to the product's initial architecture. Sugam holds a Master’s degree in Computer Science from the University of Massachusetts Amherst. His professional interests extend to cricket exemplified by his role as the CTO and Co-Founder of Cricket at ChallengeExchange, a fantasy sports social gaming company

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About Our Sponsor

TriNet provides small and midsize businesses with an HR solution so they can free themselves from the complexities of HR and focus on their goals. As their trusted HR business partner, TriNet assumes many of the responsibilities of being an employer and helps these companies contain HR costs, minimize employer-related risk, and relieve the administrative burden of HR. TriNet offers bundled HR products, along with additional cloud products and strategic services, resulting in a comprehensive and empowering solution.