Live

Transform your firm with AI, securely.

A free, 50-minute live session for CPA firm owners and partners. Leave with three decisions made and a 90-day plan.

Tax season is weeks away. Decide your AI plan while there's still time.

50 minutes
Live, with Q&A
Recording for every registrant

Next session date coming soon

What you'll decide

Where AI goes first

The one workflow costing your firm the most hours, and how to measure it.

Prepare the month

Read documents

Draft entries

Check books

Ready for review

How client data stays private

The structure that keeps client data away from AI companies, plus an 8-point security checklist.

Smith Dental

Bayview Bakery

Lakeside Vet

Your first 90 days

What to do in month one, two and three.

Month 1
Month 2
Month 3

What you get

Live session + recording

12 takeaways

8-point security checklist

The CPA Firm AI Playbook

Your host

Christopher Rafter

Chief AI Officer, SIGNLD

Chris has spent more than 10 years helping organizations turn their data into decisions, from school districts to CPA firms. He cofounded Inzata Analytics, a Claude Certified Services Partner, and now helps CPA firms put AI to work without putting client data at risk.