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Tax season packs months of work into a few weeks. Much of that time goes to sorting source documents, reconciling numbers and answering the same client questions again and again. This webinar shows tax practitioners how to use Claude, Anthropic's AI assistant, across the full return cycle for individual (Form 1040), C corporation (Form 1120) and partnership (Form 1065) returns, from intake through workpapers, review and client communication. Live demonstrations built on realistic return scenarios show where AI saves real time and where it still needs a preparer's judgment. You'll leave with a practical framework for using AI safely with confidential taxpayer data.
This practical course will show CPAs, tax preparers, accountants, and other tax professionals how Claude can be incorporated into everyday tax-return workflows involving Forms 1040, 1120, and 1065—while keeping professional judgment, accuracy, confidentiality, and compliance at the center of the process.
What You Will Learn:
During this practical session, you will explore how Claude can help tax professionals:
Session Highlights:
After attending, participants should have a better understanding of:
Who Should Attend?
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On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.
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