Accounting Tech & Automation (CAAS Core)
Course Introduction
Technology has become the heartbeat of every modern Client Accounting & Advisory Services (CAS/CAAS) practice. Today’s firms must not only maintain accurate financial data but do so with unprecedented speed, accuracy, and insight.
This module explores how cloud software, automation, and artificial intelligence transform bookkeeping workflows into scalable advisory engines. You’ll learn how to design your tech stack, connect systems for seamless data flow, and use automation to eliminate repetitive work while elevating advisory impact.