Tax
Web Seminar

Next-gen tax solution: Leveling up your team and client experience with AI and automation

Wednesday, October 29, 2025 2:00 p.m. ET / 11:00 a.m. PT 60 Minutes
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Tax firms are under growing pressure to do more with less, navigating constant compliance changes, rising client expectations, and increasing demand for advisory services, all while already stretched thin.

The firms that are thriving without burning out are turning to technology, especially AI and automation, to modernize tax workflows and elevate the client experience.

In this live virtual panel hosted by Accounting Today, Karbon brings together leading voices in accounting technology to share how firms can practically apply next-generation tools. You'll hear from experts at the forefront of using AI and automation to streamline operations, free up staff time, and deliver stronger client outcomes.

What you'll learn:

  • How firms are applying AI and automation today—not just theory, but real-world examples
  • Where automation drives the biggest impact on efficiency and client experience
  • Key considerations for successfully introducing new technology in your firm

CPE Credit Information
Subject Area: Technology
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None

Tax
Speakers
  • Ian Vacin
    Co-Founder & Chief Partnerships Officer
    Karbon
    (Speaker)
  • Jason Ackerman
    CPA, CFP, CGMA
    BNA CPAs & Advisors
    (Speaker)
  • AJ Zepeda
    Accounting Process Expert & Workflow Consultant
    (Speaker)
  • Danielle Lee
    Managing Editor
    Accounting Today
    (Moderator)