Better information, better advice: a modern workflow for this tax season

Getting great client outcomes starts before you open a tax file. In this session, we'll show you how leading firms are combining smarter client intake with AI-powered tax research to work faster, reduce errors, and give advice they can stand behind. What you will learn: How to automate client information intake How to analyse client information using AI to produce cited, structured research Beginner-to-advanced AI tips for accountants Who is this for: Accountants and tax professionals in practice who want a repeatable, defensible workflow for complex client matters.