ChatGPT has passed both the CPA exam (May 2023) and the Bar exam (March 2023), so you might be wondering if it can help you with tax or accounting research. You might also have heard that ChatGPT can hallucinate, or provide completely false answers. Both are true, so what’s an accountant to think?

In this course, we’ll examine the benefits and pitfalls of using ChatGPT for tax and accounting research, plus what you MUST do if you use it for this purpose. I’ll demo several use cases and share the prompts I’ve written. I’ll also show you tips and tricks on how to significantly increase accuracy and reduce hallucinations with tax and accounting research.

After completing this course, you’ll be able to:

• Describe how to “feed” ChatGPT the tax laws or accounting publications you want it to analyze
• Name two things you MUST do if you use ChatGPT for research purposes
• Learn how to prompt ChatGPT to get the best research answers
• Understand the pitfalls of using ChatGPT for tax and accounting research

While tax and accounting research is not ChatGPT’s strongest use case, it can still save you hours of time. Find out how in this course.

Presenter: Sandi Leyva

Sandi Leyva, CPA, CMA, MBA, and founder of Accountant’s Accelerator, has helped thousands of accounting professionals earn more, work less, and serve their clients better through her innovative training, and coaching services.

Author of 30 books and hundreds of CPE courses on technology, practice management, and marketing, Sandi has won 12 awards for her thought leadership, including Top 25 Most Powerful Women in Accounting by CPA Practice Advisor, a Stevie Award for “Maverick of the Year,” and 2017 Top 50 Women in Accounting by Practice Ignition.

Sandi’s business experience includes management time at two Fortune 500 companies, including spending a decade in IT departments, and serial entrepreneurship including running her CPA firm. She has served on several AICPA committees and volunteered on four continents.

Sandi’s degrees are in accounting, information technology, and neuroscience. One of the few women in the world who has copiloted a single-engine airplane around the world, Sandi has also backpacked alone around the world and visited over 100 countries.

Host: Rick Telberg

• Founder and CEO CPA Trendlines, Bay Street Group
• Accounting Today Top 100
• CPA Practice Advisor Top 25

Host: Sandi Leyva

• Founder Accountant’s Accelerator, Leyva Learning LLC
• CPA Practice Advisor Top 25
• Most Powerful Women in Accounting