LAB26-08. Work Smarter, Not Harder: Maximize Efficiency with AI-Powered Tools, presented by Progress (TCH, PRA, TAX)

Accounting firms continue to face mounting pressure from compressed deadlines, staffing shortages and rising client expectations. To adapt, many firms are rethinking traditional workflows and AI-enabled tools to improve efficiency and scalability.

In this session, Quinton Buesching will examine common workflow bottlenecks across the tax and accounting industry and explore practical strategies to streamline document collection and reduce manual effort. Attendees will learn how modern workflow and client collaboration platforms - including solutions like ShareFile - support more efficient, secure and consistent service delivery.

Participants will leave with actionable insights to reduce turnaround times, improve team productivity and create capacity for higher-value advisory services.

Learning Objectives:

• Identify key inefficiencies in traditional accounting workflows
• Evaluate the role of AI in improving operational efficiency
• Apply best practices for secure document exchange and client collaboration