GPT Builder for Accountants (C67924)

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Cancellation Policy

Please note that this webinar Is from a third party vendor, CPA Crossings. We strongly recommend registering no later than one-hour before the webinar begins. Please contact CPA Crossings webinar hotline if you do Not receive your webinar invitation via email within five minutes after registering:  877-370-2220 ext. 1. Thank you.

Date(s):

05/10/2025

Registration Open:

12:00 AM - 8:00 AM

Time:

8:00 AM - 10:00 AM

Facility:

 Online

Meeting Type:

Webinars

CPE Credit:

2.00

Field(s) Of Study:

Information Technology (2.00)

Level of Knowledge:

Overview

Price:

Member: $89.00
Nonmember: $109.00

Individual Discounts:

Not Available

Overview

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

  • Design custom GPTs that address specific accounting challenges and workflows
  • Develop effective instructions that ensure GPTs follow accounting standards and best practices
  • Analyze existing accounting processes to identify opportunities for GPT automation
  • Create knowledge bases with accounting regulations, tax codes, and firm policies
  • Evaluate the effectiveness of accounting GPTs through testing and refinement
  • Implement security protocols to protect sensitive financial information in GPTs
  • Apply GPT Builder to generate practical accounting tools that increase productivity

Highlights

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

  • Introduction to GPT Builder platform and interface for accounting professionals
  • Creating accounting-specific custom instructions and knowledge bases
  • Implementing financial data analysis capabilities through GPTs
  • Designing GPTs for tax preparation assistance and compliance checking
  • Building client communication tools with accounting terminology
  • Enhancing bookkeeping efficiency with automated GPT workflows
  • Security and confidentiality considerations for financial data

Speaker(s)

Prerequisites

Basic understanding of accounting principles and familiarity with ChatGPT is recommended, though no coding or technical expertise is required.