Webinar · On-demand58 minPrep Your Firm 2026 Series

Prep Your Firm 2026: Elevating Client Experiences with AI Assistants

In this session, you’ll learn how firms are using AI to do just that: eliminating tedious admin work, personalizing communication at scale, and making every client interaction faster, clearer, and more human. Led by David Lam, CEO and Co-founder of Abacor, the AI-powered assistant built for accountants, you’ll see how he and others are leveraging AI to reimagine client experiences, strengthen relationships, and create more time for high-value advisory work.

David Lam, CEO & Co-founder @ Abacor

Teaser · 1:12 / 7:001080p · HD

min on-demand replay

Powered assistant built for accountants

Oct 15

2025 QM deadline

Free

Free to watch always