BrightReturn Practice Management software with AI & automation allows your business to get organized, communicate with clients better and stay compliant.brightreturn.com Austin, TexasJoined December 2021
#taxTwitter Here are few tips:
✅ Use portal for file exchange with your clients.
✅ Think of client portal beyond simple file exchange. You can do communication, billing etc.
✅ Update your website. You clients do look you up on the internet. Your website may be old or outdated
You can't improve what you don't measure. How are you measuring productivity at your firm? How are you identifying most/least profitable clients? Key to achieving ROI growth for your firm : start measuring these metrics.
If you happen to be at @NATPTAX Tax Forum in Las Vegas, see us at the booth and find out latest AI innovations in BrightReturn useful for Tax Professionals.
What is NOT a #ChatGPT use case? wrong examples only. I will start with this one : cnn.com/2023/05/05/inv… ChatGPT is NOT going to find your penny stocks (or any other ones) for you. Market emotions and economics is not well understood by AI.
#TaxTwitter 3 buzzwords : AI, Automation and RPA/bot are understood by everyone differently. Every software these days, claims to have one (or more) of these and everyone's AI/Automation/Bot is different. The real question for you is "which tool/solution is right for your firm?"
This is just brilliant and brave take @JStaatsCPA I admire you boldly talking about identifying real challenges rather than AI automation Silver bullet.
This is just brilliant and brave take @JStaatsCPA I admire you boldly talking about identifying real challenges rather than AI automation Silver bullet.
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