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AI Tricks of the Trade

AI expands the profession rather than shrinks it. Discover where to begin with practical AI possibilities for everyday practice work.

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Learning Objectives

Identify the messy, labor-intensive tasks in your practice where AI delivers the most immediate value

Evaluate how current AI tools simplify the everyday management of email, documents, and basic workflows

Apply a practical approach to using AI tools in everyday tasks

Recognize how privacy and review guardrails keep AI use appropriate for client work

To obtain CPE credit, the Texas State Board of Public Accountancy requires attendees to complete the post-event survey.

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