Transforming Tax with AI: How AI Can Help Tax Professionals with Their Workflows
Author: Wolters Kluwer Sales
| CPE Credit: |
1 hour for CPAs |
This course explores how artificial intelligence (AI) is transforming the field of tax. It is designed for tax professionals who are interested in leveraging AI to enhance their workflows. Participants will learn about various AI applications that can automate routine tasks, improve accuracy and efficiency in tax preparation and compliance, and assist in real-time data analysis and decision-making. The course will also cover strategies for integrating AI solutions into existing tax practices to boost productivity and client service.
Publication Date: September 2024
Designed For
This course is ideal for tax professionals, including CPAs, tax advisors, tax preparers, tax managers, and anyone involved in tax preparation, compliance, and planning who is interested in leveraging AI to enhance their workflows.
Topics Covered
- The Impact of AI on Tax Processes
- Types of AI Technologies in Taxation
- Best Practices for Implementing AI in Tax Workflows
Learning Objectives
- Identify the role of AI in modernizing tax workflows
- Identify AI tools and techniques that can automate routine tax tasks
- Identify how AI can improve accuracy and efficiency in tax preparation and compliance
- Identify how AI can assist in real-time tax data analysis and decision-making
- Identify strategies to integrate AI solutions into your tax practice to enhance productivity and client service
Level
Intermediate
Instructional Method
Self-Study
NASBA Field of Study
Information Technology (1 hour)
Program Prerequisites
Basic understanding of AI
Advance Preparation
None
