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How agentic AI is redefining the tax and accounting profession

ThomsonReuters

In a profession known for its measured approach to change, agentic AI is emerging as a transformative force for accountants, redefining the nature of daily work and opening the door to more meaningful (and profitable) relationships with clients. But what is agentic AI, and how is it transforming the accounting profession?

Tax
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UHY Receives Private Equity Funding From Summit Partners

CPA Practice

UHY is getting an injection of private equity funding from Boston-based investment firm Summit Partners, calling it a significant milestone in its growth and strategic development, the top 30 accounting firm said on Dec. With this deal, more than 35% of the top 30 accounting firms in the U.S. In the U.S., UHY in the U.S.

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Four ways tax and accounting professionals can start using agentic AI right now

ThomsonReuters

The tax and accounting profession is at a crossroads. The reality is that agentic AI is already transforming the way accounting and tax professionals work every day. Jump to ↓ Why is agentic AI a good fit for tax and accounting? Traditional automation handles repetitive tasks through fixed rules.

Tax
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Strong Businesses, Strong Strategic Partnerships

Basis 365

At Basis 365, we provide outsourced accounting and bookkeeping services, acting as the accounting department for our customers. Our tagline, "Helping People Build Strong Businesses," underscores our commitment to empowering small businesses through reliable accounting and bookkeeping support.

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Top Remote Accountants of the Week | October 17, 2024

Going Concern

Are you having trouble finding remote accountants, CAS experts, auditors, or tax professionals for your firm or internal team? With our Always-On Recruiting service, you can access a pool of top remote accounting candidates without any upfront costs. Accountingfly can assist you!

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Boomer's Blueprint: 4 ways algorithms can improve your firm

Accounting Today

For example, a checklist algorithm can analyze client data and past interactions to recommend advisory services, such as financial planning or strategic tax consultations. Gary Boomer Visionary and strategist, Boomer Consulting Inc. All rights reserved.

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Smith + Howard Opens Two New Tax Practices

CPA Practice

The two new tax practices at the top 100 firm are Site Selection + Incentives, led by Shelly Carmichael, and State and Local Income Tax Consulting, led by Brandee Tilman.

Tax