This webinar will be held on Wednesday, November 4 at 1:00pm ET
Sponsor: Canopy Software
Duration: 1 Hour
This session breaks down the real difference between general-purpose AI and a platform-native system built with firm data already in context, including what recent IRS guidance means for how firms should be reviewing AI-assisted work.
We’ll ground the discussion in a live look at Coworker, Canopy’s native AI execution layer, and the human-in-the-loop framework that keeps your team in control of every output before it reaches a client.
Learning Objectives
- Identify the limitations of general-purpose AI tools when handling firm and client data.
- Differentiate the security tradeoffs between connecting outside AI to client data via API versus a closed, platform-native system.
- Understand how recent IRS guidance on AI use affects review requirements for AI-assisted work.
- Apply a human-in-the-loop review framework, from always-allow to review-required, to reduce risk in AI-assisted workflows.
- Explore practical, firm-wide automation use cases, including file routing, scope creep detection, and client communication drafts.
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Business Management and Organization |
| Advance Preparation Needed | None |
| Delivery Method | Group Internet-Based |
| Recommended CPE Credit | 1 Credit per 50-Minute Session |
| Registration Instructions | Register Online |
| Cost | Free |
| Complaint Resolution | editor@cpapracticeadvisor.com |
Presented by:
Drew Stinger is a Senior Product Marketer for Canopy, where he specializes in translating complex tech into easy-to-understand features that enable firm growth. He loves creating and talking about features that solve real problems for accounting professionals, driven by the belief that the right tools should empower accountants to stop managing administrative hurdles and start focusing on their clients.
Moderated by:
Isaac M. O’Bannon is the managing editor and digital content manager for CPA Practice Advisor, drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. Prior to CPA Practice Advisor, O’Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma’s College of Engineering and other technology leaders. He is a U.S. Navy veteran.
Canopy is the firm-wide operating system that helps accountants build the firm they’ve always wanted. Canopy’s fully integrated practice management solution includes client management, document management, workflow, time & billing, engagements & proposals, and more. Trusted by over 3,000 accounting firms, Canopy’s solutions are SOC2-certified and data-encrypted. Learn more at https://www.getcanopy.com/.
CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at isaac.obannon@cpapracticeadvisor.com.
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