ChatGPT for Accountants: 50+ Use Cases

Overview

This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients.

Instructor: Garret Wasny, MA, CMC, CITP/FIBP

Highlights

• Introduction to ChatGPT and artificial intelligence chatbot technologies
• Automating frequently asked questions and the onboarding process
• Verifying and reviewing financial records
• Providing real-time support to clients
• Generating financial reports
• Automating tax return preparation and financial planning
• Providing guidance on financial decision making

Prerequisites

None

Designed For

This course is ideal for accountants and other financial professionals who are looking to incorporate ChatGPT and artificial intelligence chatbot technologies into their work.

Objectives

• Identify the basics of ChatGPT and artificial intelligence chatbot technologies
• Use ChatGPT to automate tasks and improve efficiency in the accounting profession
• Utilize ChatGPT to improve accuracy and reduce the risk of mistakes in financial records
• Supply real-time support to clients using ChatGPT
• Generate financial reports using ChatGPT
• Use ChatGPT to automate tax return preparation and financial planning
• Deliver guidance on financial decision making using ChatGPT

Preparation

None

Notice

This is an OnDemand course offered by a third-party vendor. To access the course after purchase, go to My NESCPA and then My CPE and click on My OnDemand. Individual courses are available 90 days from the date of purchase.