Webinar Details
Course Description
Artificial intelligence is reshaping tax preparation, and successful adoption starts with practical workflows. This session explores where AI delivers the greatest value today, where professional judgment remains essential, and how firms can integrate AI into existing tax processes to improve efficiency, strengthen quality, and create more capacity for advisory services.
Learning Objectives
- Identify tax preparation tasks where AI can improve efficiency, including document handling, workpaper preparation, tie-outs, and tax research.
- Recognize areas where human judgment remains essential, including final review, complex tax positions, and client-specific planning.
- Describe how an AI-assisted, reviewer-led workflow integrates with existing tax software, templates, and firm review processes.
- Evaluate how automating routine tax preparation activities can increase capacity for advisory services and support value-based pricing.
Prerequisites
- None
Who Should Attend
CPAs, EAs, and accounting professionals who work with tax preparation and returns.
Advanced Preparation
None
Presenter Details
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Kindel Meek
- Strategic Account Manager - Truss
Kindel Meek is a Strategic Account Manager with Truss.
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NASBA Sponsor
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Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
CPE
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Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.
Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
For specific instructions on accessing your CPE, please see our FAQ section on our support page.
- Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.
Purchase options
Live Webinar
The Practical AI Workflow: Where AI Actually Fits in Tax
Sponsored by Truss
- Aug 5, 2026
- 2:00 PM EDT
- Credits: 1.00
FREE
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