Compare a whole category of tools in one day
CPA Demo Days streamline the first stages of discovery and evaluation. Each one focuses on a single category, so when you need to solve a business problem you can see every company that can help in one day, instead of over weeks or months.
This month is AI in Action: the tools firms and finance teams are using to improve client experience, collaborate better, and streamline internal work.
- 1Register once
One registration gets you into every session of the day.
- 2Watch live demos
Each 30-minute session is a live product demo, not a slide deck. Join the ones that matter to you.
- 3Ask your questions
Group Q&A gets you answers, plus insights from fellow buyers.
- 4Leave with a shortlist
Your participation is confidential, so you decide which vendors, if any, to contact.
Who should attend
Anyone at a firm who has a say in which technology it adopts.
- Firm owners and managing partners weighing where AI fits in their practice
- Tax and audit partners and managers looking to speed up research, prep, and review
- CAS and bookkeeping leaders trying to scale without adding headcount
- Firm technology and innovation leads building a shortlist for evaluation
- Sole practitioners and small firms who want to see what's possible before committing
Why attend
Get months' worth of vendor research done in an afternoon.
See what these tools actually do on real tax, audit, and firm workflows.
Eight vendors in one day, without booking eight sales calls.
Security, integrations, accuracy, pricing: put them to presenters live.
You choose who, if anyone, to follow up with.
Agenda
Wednesday, January 13, 2027 · times shown in Eastern Time
Meet the vendors
Click a logo to visit their website.
Byron is building AI agents for tax preparation, automating business tax prep for accounting firms across Partnerships (1065), C-Corps (1120), and S-Corps (1120-S).
Canopy is the firm-wide operating system that helps accountants build the firm they’ve always wanted, with client management, document management, workflow, time & billing, engagements & proposals, and more.
StanfordTax, the world’s first AI-powered tax binder, is the simplest way to collect and organize tax info from clients. It integrates with your tax software to build personalized checklists and automatically bookmark and rename each document.
Blue J is the leading AI-powered tax research solution, delivering defensible tax answers in seconds, powered by primary authoritative content and exclusive expert commentary.
Puzzle is the AI-native accounting platform that gives firms hours back and accurate books. Its AI agents draft categorization, reconciliations, and month-end close, while accountants review and approve every step.
Marble is a trusted AI platform for the tax profession. Marble Intelligence lets tax professionals ask complex tax questions and get accurate, source-cited answers grounded in authoritative tax law.
Thomson Reuters empowers tax, accounting, and audit professionals through trusted content, workflow automation, and advanced AI, with brands like CoCounsel Tax & Audit, UltraTax CS, SurePrep, and SafeSend.
Inscope is the AI-native platform for self-driving financial statements. Accounting firms and finance teams use it to prepare, review, and file the financials they currently assemble by hand.
What attendees say
I’ve attended several Demo Days and absolutely love them! They provide so much useful information about programs and software that I wouldn’t typically hear about.
The Demo Day really helped us to see which companies have the features we need and which have features we do not need. Thanks again for helping us make this decision!
Your emcee & series sponsor
Meet the host guiding the day and the sponsor behind the series.
After rebuilding her own firm around technology and relationship pricing, Dawn now helps firm owners find the tools that give them their time back. She'll introduce each demo and bring your questions to the presenters.
AI in Action is made possible by 8am, maker of CPACharge.
Brought to you by these CPA state societies
CPA societies across the country partner on the Demo Day Series so their members can explore new technology together.
FAQ
How much does it cost?
It's free for members of participating CPA societies.
Is CPE credit available?
No, CPE credit isn't available for these sessions. You'll walk away with practical insights and firsthand exposure to tools designed to improve efficiency and client service.
Do I have to attend every session?
No. Register once, then join whichever demos fit your needs and your schedule.
Will vendors contact me afterward?
Your participation is confidential, so you decide which vendors, if any, you want to contact.
How do I join on the day?
You'll get an add-to-calendar link in your registration confirmation, then an email with the platform link one day before and again one hour before the event. Log in with your email, then click any vendor's tile to join their session.
What do I need to join?
A laptop or desktop with Chrome works best; tablets and phones aren't supported. If your firm has strict firewalls, try a personal computer, or ask IT to allow matchboxvirtualspaces.com.
Who do I contact with questions?
Email support@matchboxvirtual.com before the event, or use event-day support on the day.