Discover how to leverage automation and AI to streamline processes, enhance client service, and drive growth. Whether you’re a solo practitioner or part of a small team, your tech stack plays a crucial role in achieving your firm’s goals. But firm size doesn’t dictate what technology you use. There’s no reason to struggle with the capacity restrictions and other challenges that outdated, ineffective, or unintegrated technology often brings. Technological advances mean that you can use the same tools — and get the same benefits — as regional and national firms. 

Join Georgia Smith and Greg Hoss as they explore the world of technology for small accounting firms. During the webinar, they will guide you through the essentials of building a flexible and scalable tech stack and share insights on how to integrate innovative solutions that can transform your practice. 

Learning Objectives: 

• Identify the key strategic goals for your small accounting firm and how they impact your tech stack


• Evaluate the components of an effective tech stack, including tax compliance solutions, workflow tools, and data analytics


• List practical ways to incorporate advanced tech, automation, and AI into your firm’s operations