Description
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.
Objective
• 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.
Advanced Preparation
None
Required Knowledge
None
Who Should Attend
Anyone who is involved in tax planning, tax research and tax compliance services
Credit Types
- CPE – Taxes
Registration Fees
| Registration | Type | Price |
|---|---|---|
| WL000426: Registration – Member | Mem | $105 |
| WL000426: Registration – Non-Member | NM | $230 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.