As AI becomes part of the modern tax practice, firms must prepare their teams to use these tools responsibly and effectively. Successful implementation requires more than introducing new technology. It requires clear expectations, standardized processes and ongoing training to ensure quality and maintain client trust. This session explores practical strategies for training staff in a technology-assisted environment. Participants will examine how to establish appropriate AI use policies, define roles and responsibilities, incorporate quality control measures, and develop training practices that promote consistency and accuracy across the firm trust.
Objectives
Upon completion of this session, you will be able to:
Identify key elements of an effective training program for staff using AI-assisted tools in a tax practice
Recognize policies and procedures that promote consistent and responsible use of AI across the firm
Develop strategies for maintaining quality and oversight while integrating AI into staff workflows
