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Free cpe webinars
Unlocking the Power of AI Chatbots in Tax and Accounting

UNLOCKING THE POWER OF AI CHATBOTS IN TAX AND ACCOUNTING

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 26, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

This webinar is essential for tax and accounting professionals aiming to stay ahead in the digital age by integrating AI chatbots into their practice. Whether you're new to the concept or looking to enhance your skills, this session will provide valuable insights and practical knowledge to empower your practice. Discover how AI technology can save you hours each day, from writing client email responses to conducting tax research and performing in-depth analysis for tax planning sessions and cash flow analysis. AI can do it all. Our experts will share real-life prompt examples that you can start using today. Attending the "Unlocking the Power of AI Chatbots In Tax and Accounting" webinar will help attendees gain a foundational understanding of AI chatbots. 

Learning Objectives: 


  • Differentiate between a chatbot and traditional search engines like Google

  • Learn to rewrite prompts effectively for chatbot interactions

  • Describe how to use tools like AI Co-Pilot for tax research

  • Define natural language processing and its relevance to chatbots

  • Determine the best use cases for AI chatbots

  • Perform real-time prompts to practice conversing with a chatbot

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Lee Reams II

CountingWorks PRO
CEO and Founder
[email protected]
(818) 338-8700 ext. 222

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Lee Reams II (Founder & CEO) is the energy behind CountingWorks PRO. He is actively involved in product development, marketing, and website development. He prides himself on listening to clients' needs while developing first-class solutions and is known to monitor his iPhone at all hours of the day. In addition, Lee has presented marketing and growth concepts to tens of thousands of tax and accounting professionals. When Lee is not busy putting his ideas to work, he enjoys spending time with his wife, Allison, and daughter, Whitney. Also, he is an active hiker, mountain biker and loves exploring the Sierra backcountry.

About Our Presenter

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Trusted by thousands of tax and accounting professionals and with award-winning marketing automation technology, CountingWorks PRO has been helping professionals to build and grow five-star practices for more than a decade. With its marketing automation technology, CountingWorks PRO provides small firms with state-of-the-art digital marketing technology and automation solutions which include websites, blogs, email newsletters, secure client portals, appointment and e-sign tools, social media marketing, search engine optimization, reputation building and more. With its TaxBuzz and CountingWorks financial marketplaces, CountingWorks PRO provides ways for millions of small business owners and taxpayers to connect and engage. For more information, visit www.countingworkspro.com.