AI for Accounting Firms: What You Should Be Doing Right Now

Every accountant knows AI is far from perfect. It’s like the overconfident intern, occasionally brilliant but you’ll never let them touch client files. But the hype is loud, the FOMO is real—and chances are your team’s already using it. One rogue prompt away from client catastrophe. So, what can you actually use AI for right now? Join AI adoption expert Inbal Rodnay to learn about: • The tools that are genuinely useful (and the ones that aren’t) • Whether you need an AI policy • Should you wait for AI to mature or act now? No hype, no buzzwords—just clear, practical insights for firms who want to cut through the noise and make smart decisions. For unlimited access to engaging tax training for accountants, head to www.taxnuggetsacademy.com.au. 00:00 Introduction and Agenda 04:21 Current State of AI Usage in Firms 08:46 True or False: AI Myths and Facts 26:00 Addressing Common AI Concerns 27:12 Selecting the Right AI Tools 28:57 ChatGPT vs. Microsoft Co-Pilot 36:55 Exploring Other AI Tools 40:07 Implementing AI in Your Firm 56:33 Q&A and Conclusion