Class 3: Skills and Full Workflows Before Tax Season
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About Event
Turn repetitive accounting tasks into reusable AI-powered workflows.
Learn how to create Claude Skills that capture your preferred processes and instructions, so you don't have to start from scratch every time. We'll build practical workflows for document intake, Excel analysis, and other common accounting tasks, including live builds based on real scenarios submitted by attendees.
You'll walk away with: Reusable Skills and practical workflows you can put to work immediately, helping reduce repetitive manual work ahead of tax season.