Work smarter, not harder. Today, that saying is as true for the CPA firm or tax office that embeds intelligence into every aspect of their operations through technology as it was for the first caveperson to use a wheel and pulley system.
This webinar explores how highly intelligent firms can use today's version of the caveperson's cutting-edge technology to gain real-time insights – tools and tech such as integrated platforms, data analytics, predictive analytics, and AI.
Colleen Knuff, Erin Leckie, and John Barnes discuss how firms can leverage technology to gain a deeper understanding of their workflows, staff, and clients, and how firm intelligence goes beyond the present to making strategic decisions for the future.
Learning objectives:
- Understand what it means to embed intelligence into your firm's processes
- Discuss how to use advanced tech like AI and data to gain real-time insights
- Identify steps firms can take to better understand how they can start leveraging tools and tech to empower their firm and drive business intelligence
