1040 Tax Prep Automation with AI Tools
Webcast Only
2.00 Credits
Member Price $109.00
Non-Member Price $129.00
Overview
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. You will learn how to leverage AI to automate the collection and organization of client source documents, enhance the engagement management process and add value to your 1040 service through AI enhanced 1040 advisory services. This course will separate the hype from reality about AI and how it can be used in 1040 tax preparation.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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.
Prerequisites
None
Designed For
Anyone who is involved in the delivery of 1040 tax preparation services.
Objectives
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.
Preparation
None
Notice
Your invitation email with a link to the webinar and course materials will come from CPA Crossings webinars@cpacrossings.com. If you do not receive your invitation email, please check your junk folder then contact CPA Crossings Customer Service 877-370-2220 ext 1 or webinars@cpacrossings.com.
Leader(s):
Leader Bios
John Higgins, CPA Crossings LLC
John is the co-founder of CPA Crossings, LLC, which specializes in helping accounting, tax and financial professionals to leverage technology. John serves as a strategic technology advisor to CPAs in the planning and deployment of effective technology solutions and workflow automation. This aids them in the transformation to a digital practice model that features paperless processes and leverages cloud computing . In 2015, John established CPA Crossings’ new Cloud Accounting Learning Center. This is a comprehensive knowledgebase of training, information and consulting services that is designed to help CPAs and financial professionals make the transformation to delivering accounting services through the use of cloud based accounting systems and other tools. This is the new accounting services paradigm for the 21st century, and John is regarded as a foremost authority on how CPAs can seize the opportunity. John recently co-authored Ten Steps to a Digital Practice in the Cloud, published by the AICPA. This book provides CPAs with a strategic roadmap for taking their organizations online by leveraging cloud computing. John’s primary qualification is his passion for helping CPAs achieve success by leveraging technology. He has extensive knowledge and experience working with CPAs throughout the country.
Non-Member Price $129.00
Member Price $109.00