Lesson series
Building an AI-native Firm
How to build a firm for the future
In this course
Learn how to transform your firm into an AI-native practice—integrating AI into daily workflows, scaling smarter, and delivering more value to your clients
Lead with innovation
Position your firm as a modern, innovative partner clients trust
Work smarter, not harder
Develop processes that are built with AI at the core
Scale with confidence
Grow your client base knowing your systems and team can handle the load
Elevate client value
Deliver deeper insights and more proactive services powered by AI
Meet the instructor
Megan
Megan Reid is a seasoned accountant with 15 years of experience in the profession. For the past two years, she’s brought her expertise to Digits, becoming an expert accountant user and advocate. With deep knowledge of accounting workflows and the common pain points firms face, Megan now focuses on training and enabling other accountants to harness Digits and truly unlock streamlined, AI-native workflows.
When she’s not helping accountants transform their practices, Megan enjoys spending time with her family, exploring the outdoors, and traveling to new places.
Patrick Jones - Course author