Putting Claude and Copilot to Work in a Tax Practice

About Event

Many tax firms have experimented with Claude or Copilot, but fewer have a clear plan in place for what those tools should handle versus what should be off-limits.

In this free, live webinar, the CEOs of Truss, Filed, and Verito talk about how they use AI in their own workflows, then dive deep on the two questions firms care most about: What a full AI stack looks like without closed platforms or on-premise servers, and what zero data retention and IRC 7216 mean for client data when handed to a model.

A live end-to-end demo follows, showing the frictionless path of a return through a Verito-hosted environment through Truss intake and delivery, with a Filed-prepared return in the center. There will also be open Q&A, so you shouldn’t leave with any questions about which work is safe to hand to a general assistant.