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

NO IRS CE, NASBA CPE ONLY*

Session 2: Keep It, Cut It, or Automate It! Your 2027 Tax Office Tech Tune-Up**

Most offices are paying for more software than they're actually using, and still doing the same steps by hand. This session takes your tech stack apart and checks it against how your office really works.

We'll line up each tool you own against a step in your process, spot the overlap and the gaps, and decide what stays, what goes and what's worth automating. Not every office is ready for AI agents, and that's fine. We'll look at how to pick the level of automation that fits where your office is today, and how adding a new AI tool changes your process, so you can plan for it instead of reacting to it.

If you came to part one, bring your process worksheet. If you didn't, you'll get a short version to fill in at the start.

Learning objectives. After this session, you'll be able to:
-Line up each tool you own against a step in your process and spot the overlap and gaps
-Decide whether a tool should be kept, replaced or left alone, and estimate the cost of switching
-Choose the level of automation your office is ready for, from simple scheduled tasks to AI tools
-Plan for how a new AI tool will change your process before you adopt it

**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