ChatGPT for Accountants
- Event: On-Demand
- Event Date: July 30, 2026
- Presenter: Richard E. Cascarino
- Event Time: 11 AM EST
- Duration: 60 Minutes
Quantity
Description
Generative AI tools like ChatGPT are quickly becoming part of everyday practice for accounting and tax professionals, but using them well, and safely, takes more than typing a question into a chat box. This session gives accountants a practical, hands-on introduction to using ChatGPT for research support, client communication, and everyday workflow tasks.
Beyond the productivity gains, the webinar addresses the risks: client confidentiality, data privacy, and the very real limitations of AI-generated answers. Attendees will come away with a clear, ethical framework for where ChatGPT helps, where it doesn't, and how to verify its output before it ever reaches a client.
Session Highlights
- Prompt engineering basics for accounting and tax use cases
- Using ChatGPT to draft client letters and internal memos
- Speeding up research and first-draft analysis
- Automating repetitive workflow tasks
- Data privacy, confidentiality, and firm policy considerations
- Recognizing and correcting AI hallucinations and errors
Learning Objectives
- Apply ChatGPT effectively to day-to-day accounting workflows
- Write clear, effective prompts for tax and accounting tasks
- Understand the ethical and confidentiality boundaries of AI use
- Evaluate AI-generated output for accuracy before client delivery
Who Should Attend
CPAs & Public AccountantsTax PreparersAccounting Firm StaffBookkeepersFirm Administrators & Office Managers
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