From www.accountingtoday.com: CPA firms can effectively implement AI technologies by utilizing the AI Adopt, Test, Monitor Framework, which categorizes AI opportunities into immediate adoption, experimentation, and monitoring of emerging trends.

Proven technologies for immediate adoption include Microsoft Copilot and ChatGPT Plus, while potential testing areas involve internal AI assistants tailored to firm-specific needs.

Firms should monitor client-facing AI assistants and AI agents, which are still developing but hold promise for future implementation.