Real AI. Real Workflows. Today’s Accounting Stack

In this on-demand session, Ignition, Karbon, SmartVault, and Intuit walk you through real examples of how firms are applying AI across their pricing, communications, workflow, and document processes to work smarter this tax season.

Through real-world demonstrations, you’ll see exactly how leading platforms are using AI to streamline admin, reduce bottlenecks, and help firms build a more scalable, efficient tech stack.

You’ll learn how to:

• Use AI-enabled features in Ignition, SmartVault, and Karbon to simplify workflows and reduce manual work during tax season
• Apply practical use cases — from smarter pricing to automated document collection and AI-driven workflow orchestration
• Build a secure, best-of-breed tech ecosystem that leverages AI effectively while preparing your practice for future innovation