1040 Tax Prep Automation With AI Tools

OL1476  |  On Demand Course  |  Update  |  Self-Study

Description

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.

Credits

Number of Credits Type of Credits
2.00 Taxes

Designed For

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

Highlights

The major topics that will be covered in this class 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 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.
  • Using CCH Answer Connect for tax research.
  • A roadmap for using AI to improve client communications and 1040 based advisory 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.

Prices

Member (Early Bird)
$89.00
Non-Member (Early Bird)
$129.00
Member
$89.00
Non-Member
$129.00
Your Price: $129.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

Members log in and save $40.00 on this event. Not a member? join today.

Instructors

John Higgins, CPA.CITP

Higgins Advisory, LLC was established with the mission of helping CPAs, CFOs and other financial professionals to successfully guide their firms and business organizations through a successful digital transformation. This transformation leverages the power of emerging technologies such as artificial intelligence, blockchain technology, data analytics, workflow automation and more.

As a seasoned entrepreneur, John Higgins, founder and CEO, has experience with local CPA firms and as well as serving as a technology advisory practice leader partner in a national CPA firm. John founded, managed and grew two separate accounting technology advisory firms, both of which were successfully acquired by larger organizations.

John shares his expertise as a nationally recognized thought leader, strategic advisor, and speaker on accounting technology through coaching and speaking engagements. His primary contribution is his passion for helping the profession move forward through the understanding and adoption of emerging technologies.

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