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On-Demand Webinar

Future-Proof Your Firm with AI: Streamline Tax Season & Month-End Close Processes

With tax season behind us, now is the perfect time to evaluate your processes and tools to better prepare for the next one  

Are you looking to:

  • Avoid another season of burnout? 
  • Find better ways to optimize your month-end close procedures? 
  • Manage your clients more effectively, from client communication to document collection? 
  • Improve your processes to scale your time, resources, and client base?
  • Get more time back so you can focus on identifying opportunities to improve your client advisory services (CAS)?

Join Docyt Co-Founder & CTO, Sugam Pandey, for a live discussion and Q&A session exploring the top challenges faced by accounting firms and how leveraging AI-powered bookkeeping can optimize your firm’s operations in key areas, such as:

  • Streamlining Tax Season and Month-End Close: Automating tasks such as data entry, categorization, and receipt management, saves accounting firms time for strategic planning and client communication.
  • Improving Accuracy: Automatically detecting anomalies and potential errors in financial data, minimizes the risk of mistakes and ensures a smoother audit process.
  • Scaling Faster: Automating repetitive tasks allows your firm to handle increased client volume without sacrificing quality or timeliness.

With the growing workload and shortage of accountants, now is the time to future-proof your firm using AI. Don't miss this opportunity to hear about real-life use cases that can optimize your firm's operations and prepare you for a successful tax season. View the on-demand webinar to learn more. 

Speakers

Sugam Headshot

Sugam Pandey

CTO & Co-Founder, Docyt

Sugam Pandey is the Co-Founder and CTO of Docyt. He has previously held Engineering Team Lead roles at HealthFidelity and Junyo, where he directly contributed to the product's initial architecture. Sugam holds a Master’s degree in Computer Science from the University of Massachusetts Amherst. His professional interests extend to cricket exemplified by his role as the CTO and Co-Founder of Cricket at ChallengeExchange, a fantasy sports social gaming company.