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.
Learning Objectives
After attending this presentation you will be able to...
- Recognize the potential to leverage all the Microsoft 365 apps
- Identify which app(s) to utilize for specific business processes
- Select the proper sequence for deploying the Microsoft 365 apps for your organization
Major Topics
The major topics that will be covered in this course include:
- Appreciate the full potential of Microsoft 365 to drive efficiency in your business
- Learn best practices for harnessing the power of Microsoft 365
- Design your Teams app setup to meet the unique attributes of your business
- Use SharePoint and OneDrive to organize your files and share them securely internally and externally
- Organize your thoughts, meeting notes and other content centrally in OneNote
- Manage your projects, large and small, with the Planner app
- Deploy the Stream app to document processes efficiently and effectively
Bonus Content: Understand how to harness the power of AI with Microsoft Copilot
