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Learn to leverage artificial intelligence (AI), data, martech, and more. Because your firm deserves to be seen.

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Learn how accounting firms can build custom AI assistants for repetitive tasks like client communications, research, document review, and tax planning. Practical implementation guide for firm-specific automation.

6 min read

Creating Firm-Specific AI Assistants for Common Tasks

Picture of Writing Team Writing Team: Oct 27, 2025 8:00:00 AM

Most accounting firms are using AI the hard way—copying and pasting into ChatGPT, rewriting prompts repeatedly, and getting generic outputs that...

Accounting Agentic AI Chatbot
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Learn how to build advanced AI chatbots for accounting firms using Microsoft Copilot Studio, with specific use cases for tax services, advisory sales, and enhanced client support.

7 min read

AI Chatbots for Accounting Firms: Beyond Basic FAQ Responses

Picture of Writing Team Writing Team: Sep 22, 2025 8:00:00 AM

Accounting firms traditionally use chatbots for simple tasks—answering hours, explaining services, or collecting contact information. Advanced AI...

Professional services Chatbot Microsoft
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Master AI prompt engineering for accounting firms with 20+ proven templates. Transform client communications, proposal writing, and technical explanations using strategic AI prompts that deliver professional results.

12 min read

AI Prompt Engineering for Accounting Communications

Picture of Writing Team Writing Team: Sep 15, 2025 8:00:00 AM

Sarah, managing partner at a mid-sized CPA firm, stares at her computer screen at 9 PM.

AI Chatbot ChatGPT Prompts
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Explore ethical guidelines for conversational AI in client consultations with practical scenarios, compliance strategies, and best practices for professional service industries.

5 min read

Conversational AI for Initial Client Consultations: Ethical Boundaries and Best Practices

Picture of Writing Team Writing Team: Aug 25, 2025 8:00:00 AM

Conversational AI has transformed how professional service firms conduct initial client consultations, offering 24/7 availability, consistent...

Professional services Chatbot Conversational AI
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