Transform Firms: Embrace AI Advisory Now

Thursday, October 23, 2025

Latest in Accounting AI

Revolutionize Your Firm with AI: Become an Advisory Leader

Embracing AI agents can propel firms into advisory roles more swiftly than ignoring this technological shift. As compliance alone becomes insufficient, AI agents offer a solution by freeing up time and providing actionable insights. These autonomous assistants, unlike traditional AI tools, adapt and enhance their effectiveness over time.

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Revolutionize Your Advisory Services with AI Agents

AI agents are transforming the advisory landscape for accountants, facilitating a shift from compliance to strategic advisory roles. By automating tasks and providing actionable insights, these agents enhance efficiency and value. Unlike traditional AI tools, AI agents operate autonomously, adapting and improving with use, thus accelerating firms' transition to advisory services.

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Revolutionize Client Interaction with CCH Axcess's Intelligent Automation

Wolters Kluwer Tax & Accounting has introduced CCH Axcess Client Collaboration, a new system within the CCH Axcess platform, enhancing firm-client interactions through intelligent automation. This innovation streamlines data collection, automates workflows, and ensures secure communication, boosting productivity and efficiency for CPA firms by reducing manual tasks and maximizing staff capacity.

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AI Applications

1. Jenesys - AI-powered bookkeeping with real-time accuracy

2. Botkeeper - https://www.zoho.com/us/books/

3. Circler - AI bookkeeping assistant for small businesses

4. Trupeer - Trupeer is an AI-driven screen recording converter that turns basic recordings into polished product demonstrations with professional voiceovers, automatic zoom highlights, and custom background music.

5. AskYourPDF - This tool helps professionals quickly find relevant data within complex texts, saving hours of manual document review.

6. Table AI - Table AI is a personal CRM powered by artificial intelligence, designed to help professionals grow and manage their networks.

Prompt Ideas

Write LinkedIn Articles on Small Business Finance

**Role:** You are a **thought leadership writer** for an accounting firm crafting in-depth LinkedIn articles for business owners. **Action:** Write a **LinkedIn article** about **[INSERT FINANCIAL TOPIC]** that educates **[INSERT AUDIENCE TYPE]** and reinforces firm expertise. **Context:** - Audience: small business owners and entrepreneurs - Goal: build thought leadership and attract new clients through education - Tone: professional, conversational, and credible - Style: article format with headings, short paragraphs, and insights - Variables: - **Financial Topic:** [Budgeting / Tax Planning / Cash Flow / Growth Strategies] - **Audience Type:** [Small Business Owners / Founders / Freelancers] - **Length:** [600–900 words] - Structure: 1. Hook and introduction 2. 3–4 key insights or sections 3. Practical takeaways for readers 4. Call to action or closing perspective - Output Length: **600–900 words**