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"? Except in this session, you won't leave with a vague understanding of how these two "A" words _could_ help you — this session will be heavy on the practical and light on the fluff. _Want to know how Microsoft Copilot in power automation can help you offload tasks?_ We'll be talking about it. _Want to know what tasks to delegate to AI versus automation?_ It's on the agenda. _Wondering why you should even care about AI and automation?_ Prepare to be dazzled with real-life evidence. Bring your computer so you can follow along as a Microsoft MVP and a CPA build practical flows in seconds for tax practices by using the power of AI.

Learning Objectives:

• Identify how AI and automation fit in your tax practice.
• Recall how Microsoft Copilot and Power Automate work.
• Distinguish when to use AI and when to use automation to complete tasks.