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Utilizing ChatGPT and AI in Tax Practices: Automating Repetitive Tasks, Tax Research, Training New Staff

A live 110-minute CPE webinar with interactive Q&A

This program is included with the Strafford CPE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Wednesday, August 14, 2024

1:00pm-2:50pm EDT, 10:00am-11:50am PDT

Early Registration Discount Deadline, Friday, July 19, 2024

or call 1-800-926-7926

This webinar will explore the exponential growth of artificial intelligence (AI) and its application in tax and accounting firms. Our panel of technology experts will guide practitioners through practical applications of AI and ChatGPT and explain how its growth will impact the profession in the future.


ChatGPT has passed the bar and CPA exams with scores well above passing. Like many of us, a passing score required multiple attempts and the input of more information. Some tax practitioners are concerned that AI will eliminate their jobs, while others are excited that they will have more time to focus on complex financial, tax, and trust and estate planning opportunities. Everyone agrees that the explosive growth of AI will continue and significantly impact all industries, particularly tax preparation.

AI automates manual processes. ChatGPT allows the user to communicate with AI using a conversational format. The uses of ChatGPT and AI by tax professionals are countless and diverse and include drafting documents, training new staff, detecting fraud, creating Excel formulas, summarizing IRS publications, researching tax questions, and responding to client inquiries. Along with opportunities, there are significant issues. ChatGPT will always provide an answer. According to OpenAI, GPT-4 is "60% less likely to make stuff up" than the prior version. Other concerns encompass data security, disclosure of sensitive information, and proprietary rights. Tax advisers need to stay abreast of this rapidly changing environment and understand the benefits and caveats of AI.

Listen as our panel of AI experts demonstrates how ChatGPT and AI are used in tax practices and how to stay ahead of this emerging technology.



  1. ChatGPT and AI: introduction
  2. Uses
    1. Repetitive tasks
    2. Training new staff
    3. Tax research
    4. Specific examples
  3. Options
  4. Data security and privacy
  5. Future of AI


The panel will review these and other critical issues:

  • Practical applications of AI for tax professionals
  • Safeguards your firm should have in place when utilizing AI
  • The growing impact of AI on tax accounting professionals
  • Getting started with ChatGPT
  • Options available to access AI


Akpan, Mfon
Dr. Mfon Akpan, CGMA

Assistant Professor of Accounting
Methodist University

Mr. Akpan’s area of expertise is generating an estimated valuation of earned social media from corporate social...  |  Read More

Additional faculty
to be announced.
Attend on August 14

Early Discount (through 07/19/24)

CPE credit processing is available for an additional fee of $39.
CPE processing must be ordered prior to the event. See NASBA details.

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Early Discount (through 07/19/24)

CPE credit is not available on downloads.

CPE On-Demand

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