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341 Intuit Stealing Your Clients - A 2024 Guide (Updated!)

Jason On Firms Podcast

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Maximizing Profitability through Tax Advisory and AI Integration

This chapter emphasizes the significance of tax planning and advisory services in boosting a tax practice's profitability. It highlights the role of Corvide in visualizing tax savings for clients and discusses the balance between leveraging AI technology and maintaining personal client relationships in the accounting industry.

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