Chatgpt for Tax and Accounting Professionals : How Public Accounting Firms Are Increasing Profits With AI

From: $179.00

Date: August 29th , 2025

Time: 2:00 pm ET 1:00 pm CT 12:00 pm MT 11:00 am PT

Duration: 120 Minutes

Description:

Calling all accountants and finance professionals! Tired of spending valuable time on repetitive tasks like data entry, report writing, or answering routine client questions? ChatGPT—a breakthrough in AI technology—is here to transform how you work, save time, and boost productivity.

This course provides a comprehensive introduction to ChatGPT and GPT (Generative Pre-trained Transformers)—a family of powerful AI tools capable of generating content, answering questions, drafting reports, and more, all in natural language. These technologies are reshaping industries, and accounting is no exception.

Designed specifically for accounting professionals, this CPE-eligible webinar explores how AI is redefining core tasks such as audit, compliance, tax planning, financial analysis, and client communication. You’ll gain a clear understanding of how ChatGPT works, where it fits in your workflow, and what its adoption means for the future of your profession.

Instructor-led and insight-packed, this course addresses use cases, risks, limitations, and strategic implementation of GPT tools in accounting practices. You’ll also explore Prompt Engineering—the skill of crafting inputs that generate more accurate and useful responses from AI—and leave with a starter strategy for responsibly integrating GPT into your operations.

Topics Covered:

  • What is GPT? How does ChatGPT work?
  • Why ChatGPT is a game-changer for accounting.
  • The evolving AI landscape and professional disruption.
  • Prompt Engineering: Communicating effectively with AI.
  • 20 areas of accounting impacted by AI, from automation to tax planning.
  • Crafting a GPT-AI starter strategy for your firm or team.
  • Risks, limitations, and ethical considerations.

Learning Objectives:

  • Identify ChatGPT and GPT technologies and explain how they function.
  • Analyze the current and future impact of ChatGPT on the accounting profession.
  • Assess the rapidly evolving AI landscape and its implications for advisory roles.
  • Interpret how AI and ChatGPT may transform 20 core accounting functions—from automation to tax strategy.
  • Apply the principles of Prompt Engineering (PE) to communicate more effectively with ChatGPT.
  • Formulate a basic GPT-AI adoption strategy tailored to accounting operations.

Credits and Other information:

  • Recommended CPE credit – 2.0
  • Recommended field of study – Taxes
  • Session Prerequisites and preparation: None
  • Session learning level: Update
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • Attendance Requirement:  Yes
  • Session Duration: 120 minutes

Who Will Benefit:

  • CPA
  • Enrolled Agents (EAs)
  • Tax Professionals
  • Attorneys
  • Other Tax Preparers
  • Finance professionals
  • Financial planners

About Our Speaker

Garrett Wasny, MA, CMC, CITP/FIBP, is an artificial intelligence skills advisor to accountants worldwide and Director of the forthcoming AI Accounting Future Forum. This groundbreaking platform is set to revolutionize how accounting professionals engage with artificial intelligence. A former Price Waterhouse management consultant, Garrett has authored 60+ ebooks, delivered thousands of seminars and webinars to elite accounting enterprises around the globe, and developed dozens of AI apps on accounting technology, tax and ethics topics.