Description
AI, automation and data tools, CPA applications, cybersecurity and privacy, and digital assets.
78 courses · 460 CPE credits · 1 year of access
Included courses
- AI Change Management and Staff Training for CPA Firms
- AI Foundations for CPAs: Practical Use Cases, Risks, and Vocabulary
- AI Governance, Model Risk Management, and Internal Controls
- AI Policies, Ethics, Confidentiality, and Independence for CPAs
- AI Vendor Due Diligence and Contract Review for CPA Firms
- AI for Audit Planning, Risk Assessment, and Evidence Evaluation
- AI for Client Advisory Services and Virtual CFO Practices
- AI for Fraud Detection, Forensic Accounting, and Investigations
- AI for Tax Research, Return Review, and Advisory Quality Control
- AI in Engagement Management: PBC Requests, Summaries, and Workpaper Drafting
- AI-Assisted Financial Statement Analysis and Management Reporting
- Agentic AI for CPA Firms: Autonomous Workflows, Controls, and Oversight
- Agentic AI for CPAs: Autonomous Auditing and Advisory Transformation
- Auditing Accounting Estimates, Fair Value, and Going Concern
- Blockchain Fundamentals for Accounting and Assurance
- Comprehensive AI Transformation for CPA Firms: Strategy, Governance, and Implementation
- Copilot Studio and Low-Code AI Agents for CPA Firm Workflows
- Data Analytics and AI in Audit and Assurance
- Data Privacy and AI Governance for Tax and Advisory Practices
- Data Privacy and Cybersecurity for AI Use in CPA Firms
- Digital Assets, Software Costs, Cloud Arrangements, and AI Costs
- ESG, Carbon Accounting, and Sustainability Disclosure for Accountants
- Fair Value Measurements, Impairment, and Accounting Estimates
- Future-Ready CPA Firm Technology Strategy: AI, Apps, Talent, and Risk
- Hawaii State Income Tax and SALT Guide for 2025 Returns
- Investment Income and Expenses (Including Capital Gains and Losses) Tax Guide for 2025 Returns
- Maine State Income Tax and SALT Guide for 2025 Returns
- Microsoft Copilot for CPAs: Secure Use in Word, Excel, Outlook, Teams, and SharePoint
- No-Code and Low-Code App Building for CPAs: Power Apps, Airtable, Smartsheet, and AppSheet
- Prompt Engineering and AI Workflow Design for Accounting Professionals
- Social Security and Equivalent Railroad Retirement Benefits Tax Guide for 2025 Returns
- ACT! CRM for CPA Firms: Client Relationship Management and Marketing Follow-up
- Advanced Excel for CPAs: Dynamic Arrays, Power Query, Power Pivot, and Audit Models
- Construction and Job Costing Software for CPAs: QuickBooks, Sage, Procore, and WIP
- E-Commerce Accounting Apps: Shopify, Amazon, Stripe, Sales Tax, and Reconciliation
- Microsoft 365 for CPA Firms: Teams, Outlook, SharePoint, OneDrive, Planner, and Loop
- Microsoft Forms, Planner, Lists, and SharePoint for Engagement Workflows
- Nonprofit and Grant Accounting Apps: QuickBooks, Sage Intacct, Blackbaud, and Fund Tracking
- Power Automate for CPA Firms: Workflow Automation, Approvals, and Controls
- Power BI for CPAs: Dashboards, Semantic Models, and Client KPI Reporting
- QuickBooks App Ecosystem: Bills, Expense Management, Inventory, and Reporting Integrations
- QuickBooks Desktop and Enterprise for CPAs
- QuickBooks Online Advisor Comprehensive: Cleanup, Close, Reporting, and CAS
- QuickBooks Payroll, Contractor Payments, and 1099 Workflows
- Cannabis, Crypto, and Highly Regulated Industry Accounting Issues
- Crypto Fraud, AML, Sanctions, and Forensic Investigations
- Crypto Practice Development: Advisory Services, Client Risk Screening, and Engagement Letters
- Crypto Wallets, Custody, Internal Controls, and Proof of Reserves
- Cryptocurrency Accounting Under FASB ASU 2023-08
- Cryptocurrency Tax Reporting and Form 1099-DA for CPAs
- Digital Asset Audit Evidence, Valuation, and Confirmation Procedures
- Digital Assets and Broker Reporting for CPAs: Form 1099-DA, Basis, and Client Advisory
- Digital Assets for CPAs Comprehensive: Accounting, Tax, Audit, and Advisory
- AP Automation, Bill Pay, and Spend Management: BILL, Ramp, Expensify, and Cards
- Audit Evidence, Substantive Testing, and Technology-Assisted Analysis
- Building CPA Firm Knowledge Bases, SOPs, and Retrieval-Augmented Generation
- CPA Practice Management Software: Karbon, Canopy, TaxDome, Jetpack Workflow, and Workflow Controls
- Client Advisory Services Tech Stack Design and Implementation
- Close Automation and Reconciliation Platforms for Controllers
- Cloud ERP Implementation Controls and Data Migration for CPAs
- Cyber Insurance, Incident Response, and Proof-of-Security for CPA Firms
- Cybersecurity Contractor Security & Privacy Controls Handling and Protecting Information and Information Systems Tax Guide for 2025 Returns
- Cybersecurity Essentials for CPA Firm Technology Stacks
- Cybersecurity and Proof of Security for CPAs: Zero Trust, SOC, and Insurance Pressure
- Cybersecurity for Accountants: Proof of Security, Insurance, and Incident Reporting
- Data Analytics for CPAs with SQL, Python Concepts, and No-Code Tools
- Data Governance, Data Lineage, and Audit-Ready Reporting for CPA Firms
- DeFi, Staking, Mining, NFTs, and Token Transactions
- Document Management, Client Portals, and E-Signature Workflows for CPAs
- NetSuite ERP for CPAs: Accounting, Close, Controls, and Reporting
- Outsourced Accounting Quality Control and Multi-Entity Workflow Design
- Payroll and HR Technology for CPAs: Gusto, ADP, Paychex, and Controls
- Robotic Process Automation and Desktop Automation for Accounting
- SOC 1, SOC 2, Cybersecurity, and Privacy Assurance Engagements
- Sage Intacct for Controllers and Advisory CPAs
- Stablecoins, Tokenized Assets, and Treasury Management for Businesses
- Virtual CFO Systems: Budgeting, Forecasting, Cash Flow, and KPI Automation
- Xero Advisor and Cloud Accounting Workflows for CPAs
Courses appear under My Courses right after checkout. Pass each final exam with 70% or higher to earn your certificate. State requirements vary; confirm your board’s rules.
Reviews
There are no reviews yet.