Automation & Tax Planning
1h 5m CPD time
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Streamline parts of your tax planning process with some nifty AI and automation tools, featuring common use cases for accountants!
In this session, we cover:
Zapier for Calendly into spreadsheet
Syft for Xero/QBO to Excel
RPA for downloading reports
Power Query for bringing multiple P&Ls into a spreadsheet side by side
Meeting assistants for sending quick summaries to clients
Date recorded: 23 May 2024