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Overview

2.0 Credits

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 tools. 

Objectives

  • Understand 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.

Major Topics

  • 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 of 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 

Designed For

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

Prerequisite

None

Advanced Preparation

None
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