We know during tax season every minute counts. With AI-powered tools like Microsoft Copilot integrated into Microsoft Teams and Microsoft Outlook, firms can dramatically reduce time spent on routine tasks. These 6 tips (click links to video) are designed to help your team work faster, stay organized, and make the most of every billable hour.
- Keep Meetings On Schedule: Teams includes a built-in countdown timer that appears right in your meeting window. Set it for each section of your agenda and keep your discussions short, sharp, and productive.
- Organize Your Week with CoPilot: Most weeks start with a packed calendar and not enough focus time. Now you can hand that triage over to Copilot Cowork.
- Fastest Way to Create a PowerPoint Slide: Turn a simple idea into a fully designed slide in seconds using Microsoft Copilot. No formatting, no overthinking.
- Find Top Action Items in Outlook and Draft a Reply: Scan the last 48 hours of email, surface top action items, and draft a response for the most important follow-up.
- Quickly Find Old Emails in Outlook: Instead of scrolling endlessly or struggling to search folders, Copilot can instantly find the emails you need by understanding what you’re looking for.
Need more Copilot Resources? Check out BMTs Video page of useful tips and tricks!
👉 BMT Pro Tip #6 – Ensure Your Tech Never Slows You Down. Reliable systems are essential during peak deadlines. Partnering with BMT gives your firm proactive IT support that keeps your team productive and your client data secure. Click to learn more!
