Deliver authoritative answers—faster and with confidence. This hands-on workshop shows CPAs and EAs how to run defensible tax and accounting research with AI while preserving citations, provenance, and a full audit trail. Participants learn a practical source hierarchy (Code/Regs → administrative guidance → cases → commentary), craft prompts that surface contrary authority, and export a complete research packet: a one-page memo, evidence table with pinned quotes, and reviewer sign-off. We emphasize effective-date awareness, state conformity notes, and the documentation firms need for peer review and workpapers.

You'll learn to use:

• Authoritative AI tax & accounting research engine. Benchmarked performance with citations and pinned quotes to support reliable, defensible conclusions.
• Secure, interactive client reports. Generate polished, shareable reports so clients can review findings and ask follow-ups in a secure chat, reducing back-and-forth.
• Robust, intuitive tax review templates. Technical and client-facing checklists focused on accuracy, completeness, and tax efficiency that standardize your review process.
• Natural language analysis of General Ledger data. Turn messy GL exports into targeted analysis and visuals in seconds to support research and client insights.

Across live demos and guided labs, you'll apply the workflow to both an individual planning scenario and a business entity issue—producing client-ready deliverables you can use the next day. The course is designed for Group Live or Group Internet Based delivery and maps to NASBA fields of study Computer Software & Applications (primary) and Taxes (secondary). Program level: Basic/Intermediate; no prerequisites. Leave with reusable templates (memo, evidence table, audit bundle) and a repeatable method to make AI research authoritative, auditable, and adoption-ready inside your firm.