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Practice mgmt

After adopting AI tools and freeing up staff time, are firms adding new service lines or just gaining more capacity?

40:50From the May 27 call · A Smart Ledger Demo, Quick Claude Builds, and Engagement Letter Questions

One firm reported it's a bit of both, but mainly they've shifted focus toward tax planning instead of closing books. They no longer worry about chasing documents or posting month-end journal entries, so staff time is now concentrated on higher-end tax planning work rather than routine bookkeeping tasks.

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