Smarter Tax Services with Artificial Intelligence (AI) Tools

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Overview

There has never been a greater opportunity to leverage technology tools to automate your tax services. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your tax planning, research and compliance services. You will learn how to leverage AI to automate the collection and organization of client data, the engagement management process, tax research, and enhance client advisory services with AI too

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.

Highlights

The major topics that will be covered in this course include:

Overview of AI technology and how it works
Identify where AI can be incorporated into tax research, planning, and compliance services
Discover new opportunities to enhance your client advisory tax services with AI tools
Review the market of emerging and AI enhanced tax software tools
Learn about the newest generation of AI enable 1040 source document collection and organizer applications
Review specific use cases for generative AI tools (e.g. ChatGPT, Microsoft Copilot) in your tax services

Prerequisites

None

Designed For

Anyone who is involved in tax planning, tax research and tax compliance services

Objectives

After attending this presentation, you will be able to...

Identify the fundamentals of AI technology and its practical applications in tax services
Recognize specific ways to leverage AI technology in your tax services.
Identify specific AI tools that can be leveraged to automate and enhance tax planning, research, and compliance services.
Recognize how to utilize AI-powered tools such as ChatGPT and Microsoft 365 Copilot to enhance tax preparation services and client communication.