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...
- Identify the many different ways in which you can apply the power of AI within your Microsoft 365 applications
- Recognize the potential to increase your productivity and quality of your information with Microsoft 365 Copilot
Major Topics
The major topics covered in this course include:
- Overview of the OneDrive Sync app functionality
- Step-by-step review and demonstration of how to deploy this app
- Installing the Sync app on your local devices
- Configuring the files and folders to synchronize toy your local device
- Manage the locally stored files
- Best practice tips for using the Sync app and avoiding common mistakes
