Building Capacity: An Introduction to Agentic Workflows
Free CPE Webinar · Earn 1 CPE credit
AI in tax is moving from answering questions to doing the work, and that shift could be the biggest capacity opportunity firms have seen in years. The advantage will go to the firms that know how to put it to work.
Most tax practitioners already use AI for quick answers. The next step is AI that follows a defined process and hands you a draft deliverable to review. For many firms, that's the closest thing to adding capacity without hiring.
This session cuts through the noise. You'll see what's changed, watch it work on a real-world tax task, and get hands-on time to try it yourself.
Learning Objectives:
By the end of this session, participants will be able to:
- Distinguish between AI chat and agentic Workflows, including how much practitioner direction and review each one requires.
- Identify recurring tasks in a firm that suit a Workflow, and tasks that need professional judgment.
- Apply a structured review process to check Workflow output before it reaches a client.
- Evaluate a Workflow-generated client output for accuracy, completeness and unsupported assumptions.
- Assess how using a Workflow affects time per engagement, client turnaround time and billing in their own practice.
Program Details:
- Event Location: Virtual
- Program Level: Overview
- Prerequisites: None
- Advance Preparation: None
- Delivery Method: Group Internet Based
- Field of Study: Information Technology
- CPE Credits: 1.0
* To earn CPE credit, attendees must join the live session individually, stay for at least 50 minutes and respond to at least 3 polling questions. Certificates will be available post-event for eligible participants.
Refunds, Cancellations, and Complaints:
Refunds & Cancellations: This program is free of charge, so no refunds apply. In the event Blue J must cancel the course, all registrants will be notified by email.
Complaint Policy: For complaints or concerns, please contact the Blue J office at 1-800-607-6105.
You can see Blue J's CPE policies here.
Blue J is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org