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IRS Number: Pending
AI is changing how work gets done, but not all tools are safe for client data. This practical course compares the four major AI platforms—ChatGPT, Claude, Gemini, and Microsoft Copilot—explaining how each handles your data, what gets used for training, and which options are appropriate for tax professionals. We'll show you what AI actually does well (and where it falls short), then teach you effective prompting techniques to get better results in less time. You'll learn safe ways to use AI for drafting client communications, creating office procedures, and improving efficiency—without putting confidential information at risk.
Earn Live CPE credit. You must have a high speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor.
If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webinar in order to receive CPE credit.
TBD
