Keep It, Cut It, or Automate It! Your 2027 Tax Office Tech Tune-Up

NO IRS CE, NASBA CPE ONLY*

Session 2: Matching your tech stack to that process.**

Same crowd, now with the map from session one in front of them. We take the stack apart and see what is actually doing work. I can make this general as well so people can join even if they don't attend the first session.

After this session, attendees will be able to:
- Line up each tool they own against a step in their process and spot the overlap and the gaps
- Decide whether a tool should be kept, replaced, or left alone, and what the switching cost looks like
- Set up a scheduled automation that runs on its own, instead of chasing an agent that half works (would love to dive into whatever AI automation I'm using at the time)
- How adding a new (AI) tool will morph your process and how to plan for that

**Session 2 of a 2-part series.
Session 1 title: Your Tax Office Is Stuck! Find the Bottlenecks Before Tax Season

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*Self-Study recording available for IRS CE Credit only (NO CPE)

NASBA Field of Study: TBA