WorkflowCon 2025: Q&A: Smarter Client Communication with AI With Jason Staats, CPA скачать в хорошем качестве

WorkflowCon 2025: Q&A: Smarter Client Communication with AI With Jason Staats, CPA

In this forward-thinking WorkflowCon 2025 session, Jason Staats, CPA, a leading voice in accounting technology, dives deep into how AI can transform the way firms communicate, collaborate, and operate. Through an interactive Q&A format, Jason showcases real, practical use cases that firms of all sizes can implement today to reduce administrative burden and improve clarity across their workflows. Jason emphasizes that ChatGPT for Business should be the foundational AI tool for modern firms, citing its enhanced security, reasoning capabilities, and suitability for handling sensitive communication tasks. He demonstrates how AI can support client communication, help junior staff get unstuck faster, and create accurate meeting transcripts using tools like Fireflies and Vinyl for future reference and documentation. The session also highlights powerful applications of agent mode, including spreadsheet automation, data extraction, complex entry tasks, and workflow shortcuts that unlock hours of saved time per week. Jason tackles questions about custom APIs versus out-of-the-box automations, security considerations, and how firms can build internal muscle memory around AI tools. A central theme emerges: the biggest risk for accounting firms is not adopting AI. Rather, it’s failing to train teams on how to use it well. Jason equips attendees with practical insights, recommended tools, and a strategic mindset to help their firms leverage AI responsibly and efficiently. Want to streamline your accounting workflow and never miss a deadline again? Go here: https://hubs.li/Q03jr_ML0 Financial Cents is the practice management platform built for accounting firms to stay organized, hit deadlines, and scale with ease. It brings everything you need into one place—automated task tracking, client communication, team collaboration, and visibility into every project—so you can stop juggling tools and start running a more efficient, profitable firm. ______________________ Book a Demo - https://hubs.li/Q03qk4fw0 Start a free trial - https://hubs.li/Q03jr_QL0 ______________________ {Description} What we’ll cover today: 0:00 Intro ______________________ Connect with us: LINKEDIN:   / financial-cents   TWITTER: https://x.com/_financialcents FACEBOOK:   / financialcents   🔔 Subscribe to our channel for additional tips and insights!