Artificial intelligence is helping small tax offices handle more work without adding staff. This session shows how AI can be applied across intake, entry, preparation and review to reduce manual effort and minimize rework. Attendees will walk through a real-world example of a lean tax office using AI to streamline daily workflows. The discussion focuses on practical decisions, safeguards and where professional judgment still matters. You will leave with ideas to improve efficiency without overcomplicating your practice.
This session is sponsored content by Juno.
Objectives
Upon completion of this session, you will be able to: Apply AI-driven processes to streamline tax workflows in a lean office environment
Identify where automation reduces manual work without sacrificing accuracy or control
Evaluate practical safeguards to ensure AI supports, rather than replaces, professional judgment
Duration: 50 minutes Course level: Intermediate Prerequisite:Basic knowledge of tax preparation and with workflow and operational tasks within a tax practice Advanced preparation: None Delivery method: Group Live
