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15-Year-Old Passes CPA Exam & NY Requires Independent Audits of AI Hiring Processes
The Accounting Podcast
How to Integrate Email With Client Portals
The big trick with all of this stuff. You roll out things for your client and they just don't use it. That's big problem with portals. Half will use it, half won't. And if half don't, did you really get a lot of benefit out of it? So then we think like, oh, the onboarding portal, right? Your tax organizer, if that becomes in chat GPT, are people just not going to want to interact that either? Like, are people fundamentally just lazy? Yes. We need to recognize that. And also as a firm, you've got to have limits.
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