Advanced training · Coming soon

LEARN THE NEXT WAY
TO PREPARE TAX RETURNS.

Explore AI-assisted workflows with practical demonstrations, fictional cases, and a clear process for reviewing the results.

Illustration of robots assisting with tax preparation with Kat reviewing their work

What’s planned

AI-assisted document organization and data extraction demonstrations
Comparing suggested entries against source documents
Where professional judgment and additional investigation are needed
How to review outputs and recognize mistakes
Practice examples connected to professional tax software

Software coverage, curriculum, price, and delivery dates will be announced before enrollment.

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