There has never been a greater opportunity to leverage technology tools to automate various aspects of 1040 tax preparation. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your core 1040 tax prep software.
DESIGNED FOR
Anyone who is involved in the delivery of 1040 tax preparation services.
BENEFITS
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.
COURSE LEVEL
Basic
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
This webinar is hosted by NJCPA's partner, CPA Crossings, LLC. After registering, you will receive an email from messenger@webex.com with the log-in information. If you do not receive this email you can contact CPA Crossings, LLC at (877) 370-2220.