ChatGPT for Accountants

Overview:

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.

Course Content:

In this course, you will gain knowledge about the following topics:

• Access & Signup Tiers
• Message Composer Mastery
• Sidebar Workspace & Projects
• Settings Dashboard & Automation
• Security & Compliance Frameworks
• Scheduled Tasks & Custom GPTs
• Executive Takeaways & Adoption Roadmap

Learning Objectives:

By the end of this course, you should be able to:

• 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

Who Will Benefit:

CPAs, auditors, finance leaders, management consultants and other professional service providers who want practice-ready, secure AI integration will gain actionable edge.