Beyond ChatGPT: Building Firm-Specific AI for CPA Firms
Learn how to turn your firm's checklists, templates, review notes, and methodology into reusable AI skills
A free live workshop for CPA firms
Most firms have already tried ChatGPT, Copilot, or Claude. They know how to ask a question and get an answer.
The problem is that AI doesn't know how your firm works. It hasn't seen your review standards, documentation format, templates, or the way your partners expect workpapers to read. The result is inconsistent output, hours of cleanup, and AI that nobody fully trusts.
In this live workshop, you'll learn how to turn your firm's existing knowledge into reusable AI skills that produce consistent, firm-specific output.
This is a live build, not a slide deck.
What you'll learn
Build a working AI skill live from a real firm checklist.
Turn your firm's processes, checklists, and templates into AI that follows your methodology.
Create AI skills your entire team can reuse for consistent output.
Understand where AI genuinely helps and where human review is still essential.
Who should attend
Audit Partners
Audit Managers
Firm Leaders
Innovation & AI Champions
Anyone exploring AI adoption within their accounting firm
Requirements
Bring your laptop if you'd like to follow along. A free Claude account is recommended but not required.
About the presenters
Atul Patel is the Founder of Tieout and a former Data Scientist at American Express, where he built AI models to detect and prevent credit card fraud across the US.
Umang Rungta is the Co-founder of Tieout and a former AI Engineer at Google on the Payments team.
Tieout builds AI for CPA firms and works inside live audit engagements today, so every example comes from real firm workflows.
We'll wrap up with a live Q&A where you can ask questions about AI, prompts, workflows, or your firm's specific use cases.