AI for Accounting Practices

AI for Accounting Practices: How AI Is Changing the Way of Work with Clients

Discover practical ways to use AI to save time, streamline client management and improve everyday practice operations.

Meet your host

Parth Gandhi

Founder & CEO, Portal 360

Parth Gandhi is the Founder & CEO of Portal 360, an AI-powered business platform transforming how professional service firms manage clients, workflows, and operations. With over 20 years of experience in technology and digital transformation, Parth is passionate about helping businesses embrace AI, improve efficiency, and deliver better client experiences.

As host, he’ll guide the discussion and connect today’s insights with practical business opportunities.

What you'll learn

See how AI can handle everyday work in your accounting practice

AI Email Drafting

Draft client emails and follow-ups in seconds.

AI Client Communication

Summarise conversations and respond faster.

AI Task Creation

Turn requests into tasks automatically.

AI Document Processing

Extract and organise information from documents.

AI Client Onboarding

Automate onboarding steps, information and follow-ups.

AI Workflow Automation

Automate tasks, reminders and approvals.

AI Compliance Support

Track compliance requirements and important actions.

AI Meeting Summaries

Turn meetings into notes, tasks and follow-ups.

AI Client Insights

Spot important client information and actions.

AI Practice Assistant & Marketing

Use AI to support your team, content and marketing.

Less admin. Smarter workflows. More time for clients.

See AI in Action

We’ll also show you how these ideas can be implemented using Portal 360 — bringing client management, tasks, communication, approvals and AI together in one platform.

Who Should Attend?

Whether you’re already using AI or just getting started, you’ll leave with practical ideas for using AI in your day-to-day practice.

Accountants

Bookkeepers

Practice Managers

Firm Owners

Accountants

Bookkeepers

Practice Managers

Firm Owners

What you'll receive

1 CPD Point

Add 1 CPD point to your professional development.

Certificate of Attendance

Receive your certificate after attending the webinar.

Webinar Recording

Get access to the recording to watch again or catch anything you missed.

Presentation Slides

Take the key ideas and AI use cases with you.

What you'll receive

30 Days of Portal 360 FREE

Up to A$99

per-user value

30 days FREE — no payment required to access your bonus.

Missed a Session? Access Our Previous Webinars

Register now

Ready to see what AI can do for your practice?

Join the free 60-minute webinar.

11th November 2026

12:00 PM – 1:00 PM AEDT

Online — join from anywhere

Free to attend · 1 CPD point · Recording included

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