ChatGPT Basics for Accounting Pt 1: Practical uses for your tax & accounting research, and common workflows
Spending made smarter
Easy-to-use cards, funds, approval flows, vendor payments -plus an average savings of 5%.1
For accounting professionals, this first part of two sessions with Leading CPA Influencer Hector Garcia will provide you with practical uses for ChatGPT as a daily workflow tool. In this session, you will learn to:
- Prompt and ask questions to better perform basic tax & accounting research
- Use Canvas to build and refine documents, checklists, workflows, and client-facing materials
- Connect ChatGPT to key productivity tools such as Google Workspace to support writing, research, planning, and analysis across common firm workflows
By the end of this session, you will have a clear understanding of how to use ChatGPT more confidently, safely, and effectively in an accounting environment.
About the speakers
Hector Garcia, CPA
CEO, REFRAME
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