Using AI in Your CPA Firm: What to Consider and Where to Start
As a CPA firm owner, AI is now a reality you have to manage but you can decide how deliberately you introduce it into your firm. The goal is to put it to work on the right tasks while keeping it away from areas that demand your professional judgment. That requires understanding how tools handle data, building AI into your review and quality processes, and making sure your policies and training evolve as usage grows.