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

Session 2: Matching your tech stack to the process you use.**

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

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**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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"Our best deal is always to become a monthly subscriber"

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

NASBA Field of Study:  TBA