6.0 CPE credits • Computer Software & Applications

This 6.0 CPE self-study course gives CPAs a practical and current guide to microsoft copilot for cpas: secure use in word, excel, outlook, teams, and sharepoint. It emphasizes responsible AI use, human review, governance, prompt design, and productivity workflows; application configuration, data quality, role permissions, reporting, and client service standardization, with implementation checklists, review questions, and a qualified final assessment.

Course code: T14. Passing score: 70%.

Skill Level: Beginner