Wednesday, March 5, 2025

Embracing AI: Techgyan's Workshop for a leading CA Firm

 

Techgyan recently had the privilege of conducting an AI and Copilot workshop for the esteemed CA firm, Sampat and Mehta, in Mumbai. The event was a resounding success, filled with insightful discussions and live demonstrations that showcased the transformative power of AI in the accounting and finance sector.

Key Highlights of the Workshop

1. Diverse Use Cases Explored We delved into a variety of use cases specific to CA firms, including:

  • Tax Planning and Calculation: Demonstrating how AI can streamline and enhance accuracy in tax-related tasks.
  • GST Compliances: Showcasing tools to simplify GST compliance processes.
  • Business Advisory Services: Exploring AI-driven insights for better business advisory.
  • Fraud Detection Services: Highlighting AI's role in identifying and preventing financial fraud.

2. General Purpose Use Cases In addition to industry-specific applications, we also covered general-purpose use cases such as:

  • Excel Data Analysis & Insights: Leveraging AI for advanced data analysis.
  • Using Copilot in Emails: Enhancing email productivity with AI assistance.
  • Creating Agreements: Simplifying the creation of legal documents with AI.

3. Path to AI Adoption We provided a clear roadmap for attendees on how to integrate AI into their workflows to boost productivity and efficiency. The practical insights and actionable steps were well-received, offering a tangible path forward for the firm.

Positive Feedback and Testimonials

The feedback from participants was overwhelmingly positive. One participant noted, "The hands-on approach and expertise demonstrated by the facilitators made a significant impact on our understanding of Microsoft 365 and Copilot. The workshop was well-structured, engaging, and tailored to our specific industry needs, which made all the difference."

Conclusion

The workshop with Sampat and Mehta was a testament to the growing importance of AI in the professional services sector. At Techgyan, we are dedicated to helping businesses harness the power of AI to drive innovation and efficiency.

Call to Action

We conduct these workshops on a regular basis to help more businesses unlock the potential of AI. If you're interested in attending or organizing a workshop for your team, please reach out to us. Stay tuned for more updates and workshops as we continue to lead the way in AI adoption.


Suresh Ramani

www,techgyan.in





Tuesday, March 4, 2025

H&R Block delivers scalable, multichannel tax preparation services

The tax industry is continually changing. H&R Block stays ahead of those changes at every stage to provide seamless multichannel experiences. The company started using Azure back in 2019 by moving various workloads to Microsoft SQL Server 2017 and Azure and using Azure data services. As a result, the tax provider was able to enhance service delivery, scale to meet peaks in demand, and accelerate innovation. Read more. 

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How H&R Block uses Azure AI to transform tax returns

When 21 million clients rely on the tax professionals at H&R Block, providing individualized support for each client’s unique needs is paramount. And whether clients come in with a shoebox full of tax forms or file online, H&R Block is using Microsoft technology to transform the tax filing experience.  

 

With AI-powered services like Azure Form Recognizer and Azure Cognitive Search, H&R Block tax professionals can spend more time building meaningful, personalized client experiences—and helping each client get the most out of their tax return. Learn more 

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