New
1040 Tax Prep Automation with AI Tools
Friday, Aug. 1, 2025
2-4 p.m. Central
2 CPE (2 technical)
Course code: 25WX-1953
View pricing
There has never been a greater opportunity to leverage technology tools to automate various aspects of 1040 tax preparation. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your core 1040 tax prep software. You will learn how to leverage AI to automate the collection and organization of client source documents, enhance the engagement management process and add value to your 1040 service through AI enhanced 1040 advisory services. This course will separate the hype from reality about AI and how it can be used in 1040 tax preparation.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Major subjects
-
Overview of AI technology and how it works8Identify where AI can be incorporated into the 1040 process
-
Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications
-
Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake
-
A roadmap for using AI to improve client communications and 1040 based advisory services
Learning objectives
-
Recognize specific ways to leverage AI technology in your 1040 tax preparation services
-
Identify specific AI tools that can be leveraged to automate and enhance 1040 tax preparation services
Who should take this program?
- Anyone who is involved in the delivery of 1040 tax preparation services
Pricing
|
Standard Member Fee |
$89.00
|
 Standard Nonmember Fee |
$89.00
|
Our records indicate
you are a
nonmember.
If you register, you will be charged
$89.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
Instructor
John Higgins, CPA, CITP
Location
Online
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (2.0)
Level
Basic
Format
Group Internet Based
Sponsor
NASBA ID#: 108744
Prerequisites
Prereq.
None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
Learn more
Search CPE catalog
