How tech and AI can help drive insights and value for your clients

The abundance of tech and AI tools available to accountants grows every day. When utilized effectively, these tools can significantly enhance client relationships. However, if chosen poorly, they can lead to increased workloads and distractions.
Dive into this topic with our panel of experts as they unravel how tech and AI can help drive deeper insights for your clientele.We'll be delving deep into:

  • Current client expectations from their accounting partners in the tech era
  • Practical implementations of AI/Technology in client interactions
  • How to cut through the noise and find usable technology that can help clients

About the speakers

Zunie Nguyen
Founder, Yogi CPA
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Michael Smith
SVP Systems & Implementations, LBMC W Squared
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Audrey Carroll
Senior Manager, Accounting, Ramp
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Blake Rudolph
Enterprise Channel Partner Manager, Ramp
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