Error loading player: No playable sources found
DCPA2335
How your Peers are using Technology to Become Better Human Advisors
Date
December 6, 2023
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: 2023 Digital CPA Conference
As automation and AI reshape the tax landscape, tax practices must embrace a broader mindset beyond technical tax expertise. Tax compliance professionals have a unique trust role that lends itself to accelerating the advice conversation with business owner clients, high net worth families and similar opportunities to serve. Experts in advice engagement will discuss the required mindset, changing skillsets, and how to apply the original AI (Advisor Intelligence) in real-time to transform tax professionals and elevate the human experience.
Speakers
Founder & CEO, Asset-Map
CPA/PFS, RWS CPA
General
Related Products
Transforming the Tax Client Experience through Digital Innovation
Innovative tax practices are reimagining how they engage with clients through digital innovation. Research shows that clients prefer more digital, customized touches during tax time…
Closing Keynote - Business Alert: Gale Force Demographic Wind Gusts Ahead!
Seven powerful demographic trends—analogous to gale force wind gusts in an adverse weather event—constitute potentially powerful disruptors of business and commerce in the years ahead…
Tricks and Tips for Automating Manual Audit Procedures
Client data comes in many forms. Transferring and manually processing the data is time consuming and is not the best use of your auditor’s time.…
Advanced Automation Strategies for Global Indirect Tax Complexity
Success in managing global indirect tax complexity for your clients can be found in unlocking the potential of advanced automation…
