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113 Windows Copilot is Here 🎉 What It Means For Accountants

Jason On Firms Podcast

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The Importance of Separate Client Portal Experience

This chapter discusses the importance of keeping the client portal experience separate from the workflow management tool in order to maintain flexibility. The speaker highlights the benefits of using a platform like co-pilot for client interactions and mentions an upcoming demo day on the main YouTube channel to explore it further. They also mention the ability to control which apps integrate with the platform.

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