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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.

Teaser · 1:12 / 7:001080p · HD
42
min on-demand replay
AI
Powered assistant built for accountants
Oct 15
2025 QM deadline
Free
Free to watch always

Chapters

0:00
Welcome to Prep Your Firm 2026
3:40
Meet Abacore: From Accountant to AI Founder
8:50
The 5-Star Firm: 3 Tips to Elevate Client Experience
14:50
Killing the $300/Hour Notetaker: Pain Points Abacore Solves
19:50
Inside the Product: Demo of Abacore in Action
38:40
What's Next + Exclusive Anchor Offer