call at: (248)602-2682 OR Schedule a time to meet with Peter: Sonareon Schedule

Attend one of our Webinars and gain back time! Information below.

Book a free consult

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Recover 10+ Hours a Week with Claude Cowork

Live Webinar - CPAs, Tax Planners, Payrolll, Estate and Trust

Four real CPA workflows that cut repetitive work, sharpen compliance and give you back time to focus on your clients

Register Now

As a thank you for attending, you will receive:

Full access to all four use cases including including sample documents for strategic insights with Claude Cowork.

The 4 skills (.md files) ready to drop in and be utilized

Webinar slide deck and documentation

Learning Objectives

Learn how Claude Cowork can create pre-brief with tax-planning
See real example of client communications and draft responses
Create a prep and reconciliation engine with Claude Cowork
Take a strategic idea, do tax research, with your mobile phone talking to Claude and Claude will synthesize and assist.

Cost $30

60 Minutes

Live & Interactive

June 24, 2026 - Wednesday

@ 2pm, EST

What you receive

Four Workflows. Real Cases.

Tangible Results, Starting Week One

01

Post-Intake Document Intelligence

Learn how to surface information, cross reference assets and create a pre-meeting briefing flagging any planning opportunities.

Client Communication & Response

Using a client's email, your best cover letters, FAQ responses, utilize Claude as your collaborator to draft a response which becomes and opportunity for advisory work.

03

IRS Notice Response Research

See how a IRS notice turns Claude into a research assistant who can draft a reassuring response explaining what happened and next steps.

02

Use Your Phone to Communicate with Claude for Strategy

You don't need to be at your desk to leverage AI. We'll show you how to interact with Claude via your mobile device strategically working with you. Your workflows travel with you whether you are between appointments or out to lunch with a client.

FAQs

When is the webinar?

The webinar is on June 24 at 2pm EST.

What topics are covered?

We review four real use cases in Claude Cowork, including witness extraction and filing motions.

Who should attend this webinar?

Lawyers interested in practical applications of Claude Cowork for case strategy will benefit most.

Is prior experience needed?

No prior experience with Claude Cowork is required to join.

How long is the webinar?

The session will last about one hour, including Q&A.

How can I register for the webinar?

You can sign up through the landing page by providing your email and contact details.