Before You Open Another AI Tab: Getting Your Practice AI-Ready Before Tax Season

1 NASBA CPE* (NO IRS, NO CTEC)

Most practice owners use AI to polish an email and stop there. The practices that get more from it have something in common: the decisions are made, the workflows are standardized, and the process lives in a system instead of the owner's head. In this session you'll score your practice on five AI-readiness checks, see how your business platform, your practice management system, and AI fit together, and meet three AI employees a small practice can put to work. We'll also cover why having no AI policy is the biggest risk, and attendees get a free AI Use Policy Builder that works with Claude, ChatGPT, or Gemini.

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*Self-Study recording not available for credit.

NASBA Field of Study: TBA