Before You Open Another AI Tab: Getting Your Practice AI-Ready Before Tax Season
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.
"Our best deal is always to become a monthly subscriber"
*Self-Study recording not available for credit.
NASBA Field of Study: TBA
Jamie Gruol
,
MBA
Jamie Gruol is a problem solver. As a TaxDome Guru, she co-created Workflows For Tax ProsTM, which has impacted the lives and practices of over 600 Tax Professionals, Accountants, and Bookkeepers in its first two years. Jamie believes that automation is the only way to build a business that is both profitable and creates time freedom.With a background in accounting, an MBA, and over a decade of software implementation, Jamie has brought her invaluable experience into the Accounting arena to help the deserving small practice superheroes of the industry to have the same automation innovation and efficiencies as the industry behemoths without the overhead of an IT team.Jamie lives in the mountains of Vermont with her husband, Mike, and two children. When not adventuring with her family, Jamie can be found mountain biking, hiking, skiing, or gardening.
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