Featured events
The Self-Driving Firm
Cowork, the Client Portal, and Automations
July 21
Webinar
What if the work moved through your firm on its own?
TaxGPT is the AI operating system built specifically for tax professionals. On Tuesday, July 21 at 12:00 PM PT, we're going live with The Self-Driving Firm, a walkthrough of how TaxGPT Cowork turns your firm into something that runs itself between the moments that actually need you.
TaxGPT is the AI operating system built specifically for tax professionals. On Tuesday, July 21 at 12:00 PM PT, we're going live with The Self-Driving Firm, a walkthrough of how TaxGPT Cowork turns your firm into something that runs itself between the moments that actually need you.
The Next Shift in Tax Technology:
What Agentic AI Means For Your Firm
July 22
Webinar
Learn how agentic workflows differ from the automation and AI tools you've seen before. Watch live examples of AI agents handling everyday workflows end to end, and explore what this means for how firms staff, review, and scale. If you're thinking about where tax technology is headed and how to position your firm for what's next, this session will give you a clear, practical framework for understanding the shift from manual to agentic.
Gain 1 CPE credit through CPA Academy.
Gain 1 CPE credit through CPA Academy.