Digital Transformation of CPA Firms

By David Cristello

2 Credits

Explore how CPA firms can use AI, automation, and connected workflows to improve efficiency and client service.

17 Oct '26 · 1:30 PM CUT

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David Cristello

Founder/CEO of Jetpack Workflow

Course Description

A quick snapshot of what this Masterclass covers!

In Digital Transformation of CPA Firms, David Cristello explores how firms can improve the way work moves across accounting, audit, tax, advisory, and client service. Recurring deadlines, manual handoffs, and disconnected systems can make it difficult to maintain visibility, coordinate teams, and deliver work consistently as a firm grows. The webinar examines opportunities to standardize recurring processes, automate routine activities, and connect workflows across teams and client engagements. Participants will consider how AI and other digital technologies can reduce operational bottlenecks, improve collaboration, and give professionals more time to focus on client needs. The session also addresses the organizational side of transformation. Rather than treating a new tool as the complete solution, it looks at how process redesign and clearer ways of working can support lasting improvements in efficiency and service delivery.

Learning Objectives

Discover the key takeaways and skills you'll build throughout this Masterclass!

Identify CPA firm workflows suitable for digital transformation.
Recognize uses of AI and automation in recurring firm operations.
Select opportunities to standardize workflows and improve coordination across teams.
Identify ways connected workflows can improve service delivery and the client experience.
Distinguish technology adoption from workflow redesign.

Certifying Organizations

National Association of State Boards of Accountancy (NASBA)

Continuing Professional Education Credit (CPE): 2
Fields of Study:
Information Technology2 CPE
Sponsor Identification number: 149174
Instructional Delivery Method: Group Internet based
Program Level: Basic
Prerequisite Education: There are no prerequisites for this course
Advanced Preparation: There is no advance preparation required for this course

Created on: 17 Oct 2026
Reviewed on: 17 Oct 2026
Updated on: 17 Oct 2026
Webinar Duration: 2 hr

To earn CPE credits, the learner is expected to:

Answer 6 poll questions during the webinar
Attend at least 83.33% (100 min) of the 2 hr webinar

If you undertake this course for CPE credits, you can leave final comments in the Feedback.

Miles Masterclass Inc. 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. 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 web site: www.nasbaregistry.org

For course refund policy, issue resolution, and additional info please refer to the FAQs on the Overview tab. For more information regarding administrative policies such as complaint and refund, please contact our offices at support@milesmasterclass.com

Miles Masterclass Inc.

To earn the Miles Learning Certificate, the learner is expected to complete all videos and chapter quizzes