1040 Tax Prep Automation with AI Tools (C69235)

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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):

07/24/2025

Registration Open:

12:00 AM - 10:30 AM

Time:

10:30 AM - 12:30 PM

Facility:

 Online

Meeting Type:

Webinars

CPE Credit:

2.00

Field(s) Of Study:

Taxes (2.00)

Level of Knowledge:

Basic

Price:

Member: $89.00
Nonmember: $109.00

Individual Discounts:

Not Available

Overview

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.

Speaker(s)

Prerequisites

None