Free Live Webinar - September 17, 2026

AI in Tax:
What's Changing,
What's Risky,
and What's Real

Three practitioners speaking plainly about what AI actually means for tax firms today — hosted by Finsmart.

Thursday, September 17, 2026
1:00 PM EDT - 45 Min
Live Zoom - Replay Included
Free to attend - limited seats available
Register Now

Secure your seat for September 17

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72%
of tax pros say AI will reshape their workflow within 2 years
300+
CPA firms served by Finsmart since 2007
15K+
accounting firms using TaxDome worldwide
45min
expert session, zero filler, live Q and A included
Why Attend

45 minutes that will actually change how you think about AI

No vendor pitches. No surface-level overviews. Two practitioners speaking plainly from real experience.

What's Actually Changing

Concrete examples of where AI is already replacing manual steps in real tax workflows.

Where the Real Risks Are

Liability exposure, client data handling, and the compliance grey zones AI marketing glosses over.

A Practical Framework

A practitioner-built framework for evaluating any AI tool before rolling it out.

Live Q and A

Bring your toughest questions. Both speakers take live audience questions with no scripts.

Meet the Speakers

Learn from founders, not theorists

Hosted by Finsmart, joined by two guests from TaxDome and Filed.com — each building AI-first solutions from the ground up.

Maanoj ShahHost

Maanoj Shah

Co-Founder

Finsmart Accounting

17+ years building outsourced accounting practices for CPA firms across the US. Has helped 300+ firms set up scalable, offshore-integrated teams.

Petar IlievGuest

Petar Iliev

Chief Revenue Officer

TaxDome

Petar Iliev is Chief Revenue Officer at TaxDome, helping accounting and tax firms leverage technology to improve efficiency and growth.

Leroy KerryGuest

Leroy Kerry

Co-Founder and CEO

Filed

Leroy Kerry is Co-Founder and CEO of Filed, the AI-native platform automating tax returns from upload to review-ready. Previously scaled Iwoca to unicorn status and was a founding member at Juni.

Session Agenda

What you'll walk away with

Six specific topics covered in 45 minutes. No filler, no generic AI overview, no vendor pitch.

1

How AI is already automating document extraction and client onboarding in real tax firms right now

2

The liability exposure gaps most AI tools create and how to spot them before they bite

3

Client data handling: what's safe, what's not, and what regulators are actually watching

4

Where offshore staffing and AI intersect and how to use both without creating new risks

5

A practitioner's framework for evaluating any AI tool before rolling it out to your firm

6

Live Q and A - bring your hardest questions, both speakers answer directly with no scripts

Is This For You?

Who should attend

Designed for practitioners making real decisions about AI.

CPA Firm Owners
Tax Practice Managers
Enrolled Agents
Accounting Firm Partners
CFOs and Controllers
Bookkeeping Firm Owners
The Organizers

Finsmart Accounting is a leading outsourced accounting partner helping US CPA firms build scalable, efficient practices with dedicated offshore teams. Since 2007, we've helped 300+ clients solve capacity challenges and scale with ease.

TaxDome is the number 1 practice management platform for tax and accounting firms, powering 15,000+ firms globally with client portals, e-signatures, billing, and AI-native workflows.

Filed Filed

Filed is the AI-native tax preparation platform that automates returns from upload to review-ready, integrating directly with CCH Axcess, UltraTax, Lacerte, and Drake. Built for high-volume CPA firms that need to scale without sacrificing accuracy.

September 17 - 1:00 PM EDT - Free

Don't navigate AI in tax alone.

45 minutes with three practitioners who've already done the hard work. Honest answers, no vendor pitch, live Q and A.

Reserve Your Free Seat

Can't make it live? Register anyway we'll send you the replay.