Conference
Live Replay WebinarBasic level
File Intelligence: The Document Layer That Powers Every Modern Tax Firm
★★★★★
4.9 · 8 attendee ratings
The single most expensive bottleneck in a modern tax practice is not the tax software, the staffing model, or the client onboarding flow. It is the documents themselves. Every workflow promise of the last decade has hit the same ceiling: unstructured, inconsistent client documents that the tools firms have invested in cannot read. That ceiling just broke, and it broke in firm owners’ favor. Liscio CEO Chris Farrell walks through what File Intelligence actually is, how it changes day-to-day reality in a tax firm, and most importantly, how it fits the systems firms already have. Liscio is purpose-built to work alongside GruntWorx, Outlook and Gmail, SharePoint, OneDrive, Google Drive, existing practice management systems, and every major tax software platform. No rip-and-replace. Attendees will leave with a concrete picture of what a tax firm looks like when its documents finally become as intelligent as the team running them.
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What's included
Every registration comes with the course materials — yours to keep.
- Course handout PDF
- Additional course files TXT
Course details
- Recommended CPE credit
- 1
- Field of study
- Information Technology
- Program level
- Basic
- Delivery method
- Group Internet Based
- Prerequisites
- None
- Advance preparation
- None
- Course number
- 26c01503
CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].
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Your instructor
Chris Farrell
Chris Farrell is the CEO and co-founder of Liscio, the AI-powered client experience and File Intelligence platform purpose-built for U.S. accounting firms. A former public-company CFO, Chris earned his CPA with Arthur Andersen. Chris is a frequent speaker on the future of the accounting profession. Contact Information: [email protected] www.Liscio.me
Full profile →Attendee feedback
4.9
8 attendee ratings
Common questions
How many CPE credits is File Intelligence: The Document Layer That Powers Every Modern Tax Firm worth?
File Intelligence: The Document Layer That Powers Every Modern Tax Firm is worth 1 CPE credit in Information Technology. CPE Today is a NASBA National Registry sponsor (ID 167619), so the credit is accepted by state boards of accountancy nationwide.
What are the prerequisites, and what level is it?
The program level is Basic. No prerequisites or advance preparation are required.
Who should take File Intelligence: The Document Layer That Powers Every Modern Tax Firm?
Update this attribute value to the course desired audience.
What is the format, and how long does it run?
It is delivered as a webinar, running about 50 minutes. Live sessions include the real-time attendance checks NASBA requires; your certificate is issued automatically on completion.
What if it doesn't meet my expectations?
Every purchase carries a 100% satisfaction guarantee — a full refund within 30 days, no questions asked.
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