Beyond the Chatbot: What It Actually Takes to Deploy AI Safely in Your Firm
General AI chatbots can help accounting firms—but they often lack the context, security, and controls needed for professional work. This session explores the difference between general-purpose AI and platform-native AI built with firm data in context, including recent IRS guidance on reviewing AI-assisted work. See how Canopy’s native AI execution layer, Coworker, uses a human-in-the-loop approach to help firms stay in control of AI-generated outputs.
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CPAFMA Connections 2027
Save the Date! CONNECTIONS 2027 will take place in Louisville, Kentucky, June 15-18! 2027 Connections Conference—our national stand-alone conference bringing together firm management professionals from across the country for education, inspiration, and connection. The conference includes sessions that range from high-level practice management sessions to the smaller breakout sessions led by firm managers and geared to specific ...
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