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Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar
AI is rapidly changing the way tax professionals approach research, documentation, review, and workflow management.
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:
Why Tax Professionals Should Attend:
Tax preparation involves repetitive information processing, document review, research, client communication, and quality-control procedures.Claude can assist with many of these activities—but AI should support the tax professional rather than replace professional judgment.
This course focuses on practical ways to incorporate AI into your workflow while understanding its limitations and the importance of independently verifying tax conclusions.
Practical Focus on 1040, 1120 & 1065
Credits and Other information:
Who Should Attend:
Coder Archives is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Speaker Profile
Justin brings over 20 years of wide-arranging experience in compliance, training and regulations. He has served as Head of Compliance Training at Bank of China, Macquarie Group’s Head of Americas Compliance Training and JPMorgan Chase’s Compliance Training Manager.Justin also worked for FINRA, a US regulator, where he created Examiner University to train examiners on how to perform their function.
Credits and Other information:
We are approved to provide CPE/CE credits to Tax Professionals
We reports the educational credits to the respective licensing/regulatory bodies in 5 business days.
The credentials to log into your account is your EMAIL ADDRESS & PASSWORD used during account creation.
When you register for any of our webinars/product, you receive will the instruction 24 hours prior to the conference. Also, the instructions are avilable in your account under ‘My Webinars’ section.
You can cancel your registration to by email at support@pro2learn.com. If you cancel your registration for the paid webinar, the amount shall be credited back in your payment method within 7 business days.
The conference materials are available 4 hours prior to the webinar. You can download it from the webinar page or by logging to your account.
Our seamlessly integrated with ZOOM, WebX and, Goto for delivering continuing education webinars. The system requirements are :
Our package courses are the bundles of various continuing education courses which have been specially designed to meet your continuing education requirements for a particular Qualification.
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.
To access a course that you have already purchased, all you must have to create/log in to your account. Click on the "Log In" button in the top right of the screen. Once you are logged in, you will have immediate access to all your purchased CPE courses, packages and other self-service or you can write on support@pro2learn.com.
We will email your certificate within 3 working days of the end of the webinar, or you can login your account at www.pro2learn.com. If you don’t receive the email within 3 working days of the end of the webinar, check your spam/junk folder. If it’s not there, we recommend that you send us an email at support@pro2learn.com or connect over the online chatroom.
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