This webinar, sponsored by Flyfin, will cover how AI handles the three most time-consuming steps of tax prep: extracting data, flagging errors, and preparing draft returns. Attendees will see how AI-driven tools reduce manual work, improve accuracy, and free up CPAs to focus on higher-value client interactions. Using?FlyFin?s AutoTax AI as a case study, participants will learn how automation fits seamlessly into their workflow to increase efficiency and profitability.
Learning Objectives
- Upon completion of this course, you'll be able to:
- Explain how AI supports data extraction, assisted review, and draft preparation in 1040 filings.
- Identify ways automation reduces turnaround time and error rates.
- Evaluate how CPAs can integrate AI into their workflow while maintaining compliance.
- Apply AI insights to increase capacity and scale their tax practice.
Major Topics
- The evolution of AI and its applications in tax prep
- AI?s role in the 3 key stages: data extraction, review, draft preparation
- Case study: Preparing a 1040 with FlyFin AutoTax AI
- Enhancing CPA oversight with AI-powered efficiency
