On-Demand

2 CPE Credits

1040 Tax Prep Automation with AI Tools

On-Demand
2 CPE Credits

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.

Learning Objectives

  • Recognize specific ways to leverage AI technology in your 1040 tax preparation serves.
  • Identify specific AI tools that can be leveraged to automate and enhance 1040 tax preparation services.

Major Topics

  • 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.

CPE Credits Available

2 CPE Credits
2
Taxes

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

Anyone who is involved in the delivery of 1040 tax preparation services.

Provider

CPA Crossings

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