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1040 Tax Prep Automation with AI Tools

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CPA Crossings Webinars

Online, OK 00000

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2.00 Credits

Member Price $89

Non-Member Price $109

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

Leader(s):

Leader Bios

John Higgins, Owner, CPA Crossings, LLC Two Commerce Square

John H. Higgins, CPA.CITP is the co-founder of CPA Crossings and has been helping CPAs leverage technology for more than 25 years. He is a CPA with a strong background in information technology and is a nationally recognized author and speaker on accounting and tax technology. Higgins, and his CPA Crossings cofounder Bryan Smith, recently authored “Ten Steps to a Digital Practice via the Cloud” which has been published by the AICPA. Higgins has been recognized as a Top 20 Thought Leader in the Profession from the CPA Practice Advisor Magazine for the past two years.

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Non-Member Price $109

Member Price $89