Instructor
Bhanush Arora
Instructor
Bhanush Arora is Head of Engineering at Harness, where he leads AI and engineering for a platform serving tax advisory firms. Previously he was Director of Engineering at Flatiron Health and founded a fintech startup that built AI-driven Financial and Legal advisory tools. He holds an M.S. in Computer Science from the University of Pennsylvania and has 20+ years of experience building systems in regulated financial and healthcare environments.
Learn how AI is shaping the present - and future - of the accounting industry, and how you can leverage this technology in a smart, low-risk, and measurable way for your firm.
The 2026 LLM landscape — what changed in the last 18 months across the major models, and why "I tried ChatGPT in 2023 and it was wrong" is no longer a useful data point.
What works today in an accounting practice — document extraction (K-1s, 1099s, brokerage statements), tax research with citations, client communication drafting, engagement letter and memo review. Concrete before/after time examples, not hype.
What doesn't work — hallucinated authority, math without tools, anything requiring judgment you're professionally liable for. Where the reviewer obligation sits.
Data security and confidentiality — the part this audience actually loses sleep over. Consumer vs. enterprise plans, training-on-your-data terms, IRC §7216 considerations when client data touches a third-party model, and what questions to ask any AI vendor.
What's on the horizon — agents that execute multi-step workflows, AI inside the tools they already use (CCH, UltraTax, QBO), and what that means for staffing leverage in small firms.
A practical 90-day adoption path for a small firm: start narrow, low-risk, and measurable.
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CPAs who are interested in learning how they can leverage AI in their firms.