How Accounting, Tax and Legal Firms use AI ? (Only 10 slots available)
Free online session on how professional services firms adopt AI to improve efficiency and make their business more resilient
Date and time
Location
Online
Agenda
Introduction to AI tools
Sharing of use cases in Accounting, Tax and Legal firms
Practical real-life applications of AI
Good to know
Highlights
- 1 hour
- Online
Refund Policy
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
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.
No prior AI or technical experience is required. The session is practical and tailored for professionals without in-house IT teams.
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.
Yes. If you register, you’ll receive access to the replay even if you cannot attend live.
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.
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.
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