​Automation for tax pros: A practical guide to streamlining your workflows

​Automation isn’t just for big firms—it’s a game-changer for tax professionals looking to save time, reduce manual tasks, and focus on higher-value work. In this hands-on workshop, you’ll learn how to harness the power of AI automation to transform your practice, even if you’re starting from scratch.

What You’ll Learn:

• ​The Power of Automation: A brief overview of automation and its impact on tax firms.

• ​Step-by-Step Tutorial: A practical use case, such as:

  • ​Building a chatbot for tax newsletters.

  • ​Automating client intake processes.

  • ​Streamlining appointment scheduling.

• ​Ready-to-Use Template: A customizable template to implement automation in your practice right away.

• ​Additional Resources: Tools and tips to continue building automation into your workflow.

​Who Should Attend:

• ​Tax professionals looking to save time and reduce manual tasks.

• ​Office managers and staff seeking to streamline workflows and improve efficiency.

• ​Anyone interested in leveraging automation to enhance productivity and client satisfaction.

​Workshop Details:

​📅 Date: April 12
⏰ Time: [Insert Time]
📍 Location: [Google Meet Link]