Office Hours: Getting Your Firm Ready for Busy Season with AI

December is the last quiet window before filing season — the right time to decide what your firm will use in January and what it won't. Join us for Office Hours, a working conversation about preparing your research, review, and client communication processes ahead of busy season. Come prepared with questions about workflow setup, documenting AI-assisted research, staff review standards, IRC section 7216 consent, and client data handling. Hosted by Adam Tahir, CPA, founder and CEO of Bizora AI, who works with small and mid-sized firms putting AI into real tax workflows. Adam will cover what to put in place now, what to leave until after April, and how to set staff expectations so tools help rather than create rework. (Full bio on Faculty tab) Whether your firm is rolling something out this season or just wants to avoid common mistakes, bring your specific situation.