In today’s fast-paced accounting world, staying on top of the latest technology is crucial for running an efficient and successful practice. The CPA Small Practitioners' Forum 2024 brings together experts and practitioners who are effectively using cutting-edge technology to simplify workflow management, secure client data, and automate repetitive tasks.

Discover practical demonstrations of AI-powered tools, document management systems, and advanced practice software, all tailored to small accounting firms. From leveraging AI to enhance review engagements to understanding secure client portals, this course equips you with the knowledge to transform your practice. Engage in lively discussions about the benefits and challenges of technology adoption, learn from real-world examples, and find out how you can implement these solutions to save time and reduce errors.

Topics List:

• Introduction to AI in Accounting
• ChatGPT for Email and Financial Analysis
• Ask BlueJay: Tax-Specific AI Applications
• Workflow Management Systems: iFirm Overview
• Document Management and Client Portals
• TaxDome: Features and Implementation
• Obsidian and Motion: Note-Taking and Task Management
• Email Management Solutions for CPAs
• AI Privacy and Security Concerns
• Best Practices for Integrating AI in Your Firm
• Future of AI and Staffing in Accounting
• Data Privacy Laws and Compliance
• Practical Uses of AI for Tax and Financial Planning
• Cost-Benefit Analysis of Practice Management Software
• Implications of AI on Junior Staff Training
• Ethical Concerns in Using AI Tools
• Emerging Technologies Impacting CPA Practices
• Real-World Examples of AI-Driven Efficiency
• Automation in Accounting Software
• Q&A on Technology Adoption and Risk Management