AI Agents for Accountants: What's Working Right Now

Join Blake Oliver, CPA, alongside Twyla Verhelst from Karbon, Colleen Oates from Gusto, and Toni Witt, CEO and Co-Founder of Sweet, for a practical conversation on how accounting firms are using AI agents today. Explore real examples — from client prospecting to workflow automation — and get an honest look at what's delivering results versus what remains promise. Whether you're just beginning to explore agents or already experimenting, you'll leave with concrete ideas and agent prompts you can act on immediately. Instructor(s): Colleen Oates -   / colleen-oates   Twyla Verhelst -   / twylav   Blake Oliver -   / blaketoliver   Toni Witt-   / toni-witt   Learn more about Gusto: https://gusto.com/partners/accountants 🔔 NASBA-approved CPE and IRS-approved CE credits are offered via Earmark (https://www.earmark.app). Live attendees will receive an email when the QAS Self Study course is ready (typically within two business days post-webinar). Once the QAS Self Study course is ready, you can access it here: https://www.earmark.app/c/3544