The Tax Professional's Guide to AI   New

AI is already part of tax practice, whether you have noticed it or not. From tax research and diagnostics to planning and client communication, artificial intelligence is rapidly becoming a tool that professionals can no longer ignore. This course demystifies AI by showing where it can streamline routine work, improve efficiency, and enhance the services you provide, while also addressing the risks of data security, compliance gaps, and overreliance on machine output. You will learn practical strategies for using AI responsibly, including how to craft effective prompts, validate results, and safeguard client confidentiality. Rather than replacing your expertise, AI can amplify it by helping you deliver sharper insights, faster service, and greater value to your clients and your firm.