How Accounting, Tax and Legal Firms use AI ? (Only 10 slots available)

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Saturday, August 30

How Accounting, Tax and Legal Firms use AI ? (Only 10 slots available)

By Copia Corporation Limited

Free online session on how professional services firms adopt AI to improve efficiency and make their business more resilient

Date and time

Location

Online

Good to know

Highlights

1 hour
Online

Refund Policy

Refunds up to 7 days before event

About this event

Are you running a professional accounting, tax or law firm looking to free up hours so you can focus on high-value client work, 10x revenue growth and spend more time with your family?

Join our interactive online class and discover how AI tools can transform your firm's workflow with zero coding knowledge:

Automate laborious paperwork, PDFs, Excel into actionable reports

Use AI tools to review, summarize and extract key insights from contracts and reports

Generate client-ready summaries and insights in minutes

Streamline data analysis, bookkeeping, and compliance tasks

Who This Class is For:

Accountants and tax advisors

Lawyers and paralegals

Real estate agents & property managers

Finance professionals

Small professional service firms without in-house IT teams

What You’ll Get:

Practical ways to integrate AI into your workflow immediately

Tools and templates for faster reporting, document drafting, and client communications

How to increase billable efficiency and focus on revenue-generating tasks

What do you need to bring?

Share one of your biggest pain points in your business

eg: turn paperwork into actionable PDFs, manage client enquiries, increase sales, automate mundane reporting tasks, consolidate multiple spreadsheets, create meaningful Excel reports etc

Frequently asked questions

Q: Who is this event for?

This session is designed for professionals in accounting, tax, law, and real estate—especially small and mid-sized firms with less than 20 staff who want to understand how AI can streamline operations, reduce costs, and generate new revenue streams.

Do I need technical or AI experience?

No prior AI or technical experience is required. The session is practical and tailored for professionals without in-house IT teams.

How long is the session?

The live event runs for 1 hour. It will be a fully interactive session where participants bring real-life cases to the session and demonstration of how AI tools are applied.

Will the session be recorded?

Yes. If you register, you’ll receive access to the replay even if you cannot attend live.

What will I learn?

You’ll discover how firms are using AI for: Automating repetitive tasks (report writing, client queries, compliance checks), consolidate excel spreadsheets, fix excel macros, extract key insights from excel and research reports, digitizing paperwork into PDFs and actionable items.

Can I ask questions during the event?

Yes. It will be a fully interactive session limited to 10 participants. You are encouraged to share specific challenges your firm faces in this private session.

Organized by

Copia Corporation Limited

We help accounting, tax, legal, and real estate firms unlock the power of AI to work smarter, not harder. Our mission is to make advanced automation accessible to small and mid-sized professional practices that don’t have in-house IT teams.

Through workshops, masterclasses, and hands-on demos, we show how professionals can:

Automate routine tasks like reporting, compliance checks, and document drafting

Improve client response times and service quality

Reduce operational overhead while increasing billable efficiency

Discover new ways to generate revenue with AI-powered workflows

Our sessions are designed to be practical, jargon-free, and immediately actionable, so you leave with tools you can apply the very next day.

Free

Aug 30 · 3:00 AM PDT