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Demystifying AI for tax: Understanding generative, agentic, and beyond

AI is revolutionizing tax and accounting, but uncertainty around traditional, generative, and agentic AI is holding many firms back. This white paper breaks down each type of AI in clear, practical terms and shows you how to choose the right tools to boost efficiency, reduce risk, and elevate advisory services.

Download to discover:

  • The key differences between traditional, generative, and agentic AI, and when to use each
  • Practical examples of how tax and accounting firms are applying AI today
  • A simple framework for aligning AI capabilities to your firm’s real workflow challenges
  • How to evaluate risk, oversight, and accountability in AI driven processes
  • Five essential considerations to ensure responsible, high-impact AI adoption
  • Why trust, data readiness, and intentional implementation are critical to long term success

AI doesn’t have to be overwhelming. With the right guidance, your firm can confidently adopt the technologies that deliver real, measurable value — without the noise, hype, or guesswork. Download the white paper today to gain clarity, sharpen your strategy, and move forward with the confidence your clients and teams expect.

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