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TAX2408

Using Your AI Assistant for Tax Automations

Date
June 4, 2024
$49
Standard Price
This product is also available as part of the following products:
Thumbnail for AICPA & CIMA ENGAGE 2024
This includes sessions from AICPA & CIMA ENGAGE 2024:
Thumbnail for Tax Strategies for the High-Income Individual (as part of AICPA & CIMA ENGAGE 2024)
This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of AICPA & CIMA ENGAGE 2024)

If there's one thing everyone is tired of hearing about at this point, it's "AI". So why not add on another term that everyone is tired of hearing about — "Automation"? Do you want to FINALLY find out why everyone keeps talking about them? Do you want to get excited about these technologies too? Then join two GenAI and Automation Wranglers as they walk you through the nuts, the bolts, the ups, the downs, and the everything in-betweens. Ashley is a CPA that stumbled into Automation Life via GenAI and Azure is a professional consultant that lived Automation Life long before GenAI came along. They have both been awarded the Microsoft MVP designation in Power Automate and speak nationally on the topic.

This will be one of those sessions that leaves you energized and informed. You might come in feeling fuzzy about AI and Automation but you will leave with a solid understanding, a plan for next steps, and possibly some snacks.

Learning Objectives

  • Distinguish when to use AI and when to use automation to complete tasks.
  • Identify how AI and automation fit in your tax practice.
  • Recognize actionable next steps to incorporate both technologies.

Speakers

Speaker Image for Ashley Francis
Owner, The Francis Group, PLLC
Speaker Image for Azure McFarlane
Senior Consultant, Hitachi Solutions

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