On-Demand

2 CPE Credits

Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs

On-Demand
2 CPE Credits

Microsoft 365 is one of the most widely used business applications software suites used in business today. Microsoft Copilot is the generative AI application that is integrated directly into the Microsoft 365 ecosystem. If your firm or business is a Microsoft 365 user, this course will teach you how to use Copilot AI to optimize the use of your Microsoft 365 apps. This course will provide a comprehensive review and demonstration of how to put Microsoft Copilot AI to work for you and your clients. It is designed as a "hands-on" course that facilitates following along with the presenter to apply the features of Microsoft Copilot on your computer. Practice files will be provided so that you don't have to expose your confidential data. | Content Provider: Higgins Advisory, LLC | Instructor: John Higgins (HAL)

Learning Objectives

  •  Recognize the features and benefits of using Microsoft Copilot 
  • Identify practical applications for Microsoft Copilot in accounting, finance, and tax

Major Topics

  •  Getting started with Microsoft Copilot 
  • Tour of the Copilot app and how to use it 
  • Variety of hands-on case study examples for accounting, finance and tax 
  • Protecting your data privacy in Microsoft Copilot 
  • Advanced Microsoft Copilot features review 
  • Integration with Microsoft 365 apps

CPE Credits Available

2 CPE Credits
2
Computer Software and Applications

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Technology
  • A.I./AI/Artificial Intelligence

Prerequisites

None

Advanced Preparation

None

Intended Audience

Anyone who wants to develop an understanding of how the power of Microsoft Copilot AI can be put to use in business and accounting through hands-on instruction. 

Provider

CPA Crossings

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