ChatGPT for Accountants

CPE Credit: 4 hours

This course provides a concise overview of the 2025 enhancements to ChatGPT.  The presentation translates the most recent and groundbreaking AI advances into governed, fee-earning workflows for audit, tax, and advisory professionals. You’ll tour the full stack—from license selection and multimodal prompt craft to team workspaces, scheduled automations, and enterprise-grade compliance—empowering you to wield ChatGPT as the “Swiss-Army-Knife” of AI rather than a risky novelty.  Upon completion, you’ll walk with a rigorously validated playbook, the assured competence to embed ChatGPT across assurance and advisory mandates, and the strategic foresight to guide stakeholders through the next wave of AI transformation

Program Content:
The major topics covered in this course include:

1. Access & Signup Tiers
2. Message Composer Mastery
3. Sidebar Workspace & Projects
4. Settings Dashboard & Automation
5. Security & Compliance Frameworks
6. Scheduled Tasks & Custom GPTs
7. Executive Takeaways & Adoption Roadmap

• Differentiate free, Plus, Pro, Team, and Enterprise tiers
• Design effective multimodal prompts that minimize hallucinations
• Organize knowledge using projects, libraries, and custom GPTs
• Configure memory, scheduled tasks, and MFA (multi-factor authentication) to align with firm policy
• Evaluate ChatGPT’s SOC 2 (Systems and Organization Controls), GDPR (General Data Protection Regulation), and CCPA (California Consumer Privacy Act) controls for client data protection
• Integrate AI outputs into audit, tax, and advisory deliverables with traceability
• Formulate a phased adoption plan that balances innovation and risk

Prerequisites:

Working knowledge of core accounting processes and spreadsheet tools is advisable.