Copilot for accounting firms case study showing 40 overshared sites reduced to 0 and about 4 hours saved per pilot user each week
Case Study, Copilot & AI

Copilot for Accounting Firms: A CPA Firm Got Copilot-Ready Before Tax Season

Copilot for accounting firms can save hours on client email, engagement summaries and research, but only if client files are […]