Copilot and AI for Accountants and Tax Practitioners
A half day on using Microsoft Copilot and generative AI in accounting and tax practice: drafting client letters and reports, analysing data, summarising legislation and rulings, and the professional duties that come with it: client confidentiality, POPIA, checking output and documenting judgement.
- Duration
- Half a day (3 hours)
- Level
- Beginner
- Delivery
- On site, remote or in Thohoyandou
- CPD
- 3 verifiable hours
- Use Copilot for drafting, summarising and analysis in practice work
- Write prompts that give dependable results for accounting tasks
- Protect client information under POPIA and professional confidentiality
- Check AI output and keep the professional judgement your own
Accountants, tax practitioners, auditors and practice managers.
Everyday use of Microsoft 365.
3 hours of verifiable CPD for Accountants and tax practitioners (it fits the service-related part of a tax practitioner's annual CPD). Counts as verifiable CPD: the certificate states the hours, the attendance register and the assessment, and can be checked online.
Your certificate shows the CPD hours, your professional registration number, how attendance and learning were checked, and a link anyone can use to verify it. How CPD points work