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Future-Proof Your Firm With AI: Streamline Tax Season and Month-End Close

FUTURE-PROOF YOUR FIRM WITH AI: STREAMLINE TAX SEASON AND MONTH-END CLOSE

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 20, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

With tax season behind us, now is the perfect time to evaluate your processes and tools to better prepare for the next one.

Are you looking to:


  • Avoid another season of burnout

  • Find better ways to optimize your month-end close procedures

  • Manage your clients more effectively, from client communication to document collection

  • Improve your processes to scale time, resources, and even your client base

  • Get more time back so you can focus on identifying opportunities to improve your client advisory services (CAS)


Join Docyt Co-Founder & CTO, Sugam Pandey, for a live discussion and Q&A session exploring the top challenges faced by accounting firms and how leveraging AI-powered bookkeeping can optimize your firm’s operations in key areas. Don't miss this opportunity to hear about real-life use cases that can optimize your firm's operations and prepare you for a successful tax season. 

Learning Objectives:


  • Identify key strategies to enhance month-end closing procedures through AI integration

  • Recognize the benefits of automating tasks for improved accuracy and error detection in financial data

  • Determine the impact of leveraging AI on the scalability and efficiency of accounting operations

  • List real-life use cases showcasing the optimization of accounting processes with AI technology

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Sugam Pandey is the Co-Founder and CTO of Docyt. He has previously held Engineering Team Lead roles at HealthFidelity and Junyo, where he directly contributed to the product's initial architecture. Sugam holds a Master’s degree in Computer Science from the University of Massachusetts Amherst. His professional interests extend to cricket exemplified by his role as the CTO and Co-Founder of Cricket at ChallengeExchange, a fantasy sports social gaming company

About Our Sponsor

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TriNet provides small and midsize businesses with an HR solution so they can free themselves from the complexities of HR and focus on their goals. As their trusted HR business partner, TriNet assumes many of the responsibilities of being an employer and helps these companies contain HR costs, minimize employer-related risk, and relieve the administrative burden of HR. TriNet offers bundled HR products, along with additional cloud products and strategic services, resulting in a comprehensive and empowering solution.