Description

In today’s digitally-driven landscape, the role of artificial intelligence in accounting and tax processes is rapidly evolving. For accounting professionals, tax experts, and all CPAs aiming to remain at the forefront of their profession, understanding how to strategically select, learn, and implement AI technologies like ChatGPT is paramount. This course offers a comprehensive guide tailored to accounting and tax professionals’ unique needs, delving into the art of harnessing AI’s potential through step-by-step instruction, examples, anecdotes, and case studies. Master a principles-based framework designed specifically for effective AI adoption in accounting and taxation, ensuring heightened productivity, accuracy, and timeliness in all financial and tax deliverables. Whether you’re a dedicated tax professional, an accounting expert, or a multifaceted CPA, gain the insights required to navigate the benefits and challenges AI presents in the financial domain.

Target Audience

CPAs and professional staff.

Course Objectives

• Learn 8 strategies to maintain a productivity mindset as you evaluate, learn, and apply AI and other emerging technologies.
• Identify 4 positive aspects of AI that are particularly relevant to you as a CPA.
• Determine two cautionary aspects of AI that pertain to the profession.

Subjects

• The challenge of the pace of A.I. and emerging technologies.
• The relationship between technology and productivity.
• Increase your productivity with tools you already use.
• Recognize the relationship between productivity and value.

Prerequisites

An Introduction to A.I. and ChatGPT for CPAs 2023

Advanced Preparation

Working knowledge of ChatGPT and it's relationship with accounting and tax preparation.