TAX2408. Using Your AI Assistant for Tax Automations
If there's one thing everyone is tired of hearing about at this point, it's "AI". So why not add on another term that everyone is tired of hearing about — "Automation"? Do you want to FINALLY find out why everyone keeps talking about them? Do you want to get excited about these technologies too? Then join two GenAI and Automation Wranglers as they walk you through the nuts, the bolts, the ups, the downs, and the everything in-betweens. Ashley is a CPA that stumbled into Automation Life via GenAI and Azure is a professional consultant that lived Automation Life long before GenAI came along. They have both been awarded the Microsoft MVP designation in Power Automate and speak nationally on the topic.
This will be one of those sessions that leaves you energized and informed. You might come in feeling fuzzy about AI and Automation but you will leave with a solid understanding, a plan for next steps, and possibly some snacks.
Learning Objectives:
- Distinguish when to use AI and when to use automation to complete tasks.
- Identify how AI and automation fit in your tax practice.
- Recognize actionable next steps to incorporate both technologies.
