Governance-First AI Adoption
Why starting with policies and guardrails leads to sustainable ROI and fewer rollbacks.
Ashar AI Advisory
AI for Everyone
Microsoft Copilot Enablement + CPA AI Intake Automation
Governance-first AI advisory. Enterprise delivery discipline applied to SMB.
Microsoft 365TeamsOutlookSharePointCPA WorkflowMicrosoft 365TeamsOutlookSharePointCPA Workflow
Copilot for SMB
Implementation + governance—not just enablement. We deliver end-to-end readiness, adoption, and measurable outcomes.
What we actually do
- Readiness assessment (security, permissions, data hygiene)
- Adoption workshops + role-based prompt playbooks
- Governance guardrails and ongoing optimization
- Business outcomes tracking (time saved, cycle time reduction)
AI Intake Assistant for CPA
Product depth grounded in the real tax-season workflow.
Key capabilities
- Prior-year analysis → draft checklist generation
- Document validation (type + tax year) with confidence threshold
- "KEPT ANYWAY" handling / review habit callout
- Work-state management (Idle → In Review → Ready to File)
- ZIP uploads / Canopy export workflow
Fewer missing docs, fewer back-and-forth emails, faster readiness-to-file.
Our Approach
Governance-first, outcome-driven. We bring enterprise discipline to SMB.
01
Assess
Understand your environment, readiness, and use-case priorities.
02
Plan
Roadmap with governance guardrails and ROI metrics.
03
Implement
Hands-on delivery with role-based adoption support.
04
Optimize
Ongoing tracking and refinement for lasting impact.
Insights
Evergreen perspectives on AI advisory, Copilot, and CPA workflows.
SMB Copilot Readiness Checklist
Security, permissions, and data hygiene—what to verify before rolling out Copilot.
AI Intake for Tax Season
How document validation and work-state management reduce back-and-forth in CPA workflows.
Contact
Book a call or send a message. We typically respond within 24 hours.
Or email directly:
henry@asharadvisory.com