Smarter Tax Services with Artificial Intelligence (AI) Tools (C74660)

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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):

05/20/2026

Registration Open:

12:00 AM - 10:00 AM

Time:

10:00 AM - 12:00 PM

Facility:

 Online

Meeting Type:

Webinars

CPE Credit:

2.00

Field(s) Of Study:

Information Technology (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...

  • Identify 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.

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 tax research, planning, and compliance services
  • Discover new opportunities to enhance your client advisory tax services with AI tools
  • Review 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
 :

Speaker(s)

Prerequisites

None