Leveraging AI to Manage Workflow

1 CPA

Track:

Early career

Discover how generative AI can transform your tax research, in this exclusive session for NATP. This session highlights industry-wide trends around AI adoption, while also providing practical strategies on how to effectively integrate AI into your tax practice. Get a closer look at Blue J’s industry-leading generative AI solution for tax research and learn how you can start getting better tax answers, faster. This session is designed to help you confidently integrate generative AI into your tax research and drafting workflows, whether you're just getting started or are ready for more advanced applications. Don’t miss this opportunity to explore what the future of tax research can look like for your firm!

Objectives

Upon completion of this session, you will be able to:

Explain how generative AI is reshaping the tax profession, helping tax practitioners to redirect time they once spent on research into higher-value client work
Compose high-quality prompts, so you can get even better tax answers from generative AI solutions like Blue J
Apply Blue J’s capabilities to craft client-ready communications and deliver meaningful insights to clients faster
Evaluate the reliability of AI-generated tax answers by referencing in-line citations and source lists

CPE information

Duration: 50 minutes

Course level: Basic

Prerequisite: None

Advanced preparation: None

Delivery method: Group Internet-Based

	CPE credits	Designation	Field of study
IRS	0	AFSP	n/a
IRS	0	EA	n/a
NASBA	1	CPA	Information Technology
CTEC	0	CRTP	n/a
CFP Board	0	CFP®	n/a

Instructor(s)

Hannah Marcolin