NTA2406. Integrating Generative AI Into Your Tax Services

Generative AI tools such a ChatGPT and Microsoft 365 Copilot are being used to boost the efficiency and quality of tax services. This session will provide practical examples of how you can put the power of this technology to use in your tax and accounting services today. Every CPA, whether in public accounting or working in private industry, should have a fundamental understanding of ChatGPT and generative AI applications more broadly. This session will provide you with a foundation of knowledge that will prepare you to leverage this technology to increase your personal productivity.

Learning Objectives:

• Recognize the key concepts and nomenclature related to generative AI technology
• Identify opportunities to leverage the power of ChatGPT and Microsoft 365 Copilot in your tax and accounting services