1040 Tax Prep Automation with AI Tools
Oct 3
11:30 - 1:30 p.m.
Online
2.00-Tax
CPE Credits
After attending this presentation, you will be able to...
- Recognize specific ways to leverage AI technology in your 1040 tax preparation services.
- Identify specific AI tools that can be leveraged to automate and enhance 1040 tax preparation services.
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 the 1040 process.
- Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications.
- Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake.
- A roadmap for using AI to improve client communications and 1040 based advisory services.
Registration
PICPA Member: $89
Nonmember: $114
More Information
Course No. HAJHTPA2 Level: Basic
Prerequisites: None
Notes
You will receive an email confirmation with the course link and details. This email will come from webinars@cpacrossings.com. If you do not receive this email immediately after your registration has been processed, first check your spam folder. If you still cannot locate the email, call the CPA Crossings Webinar Helpdesk at 877.370.2220 for assistance.
