Event Description

Learn how to use AI to create structured, reliable tax and audit checklists tailored to your work. This clinic shows how to prompt AI effectively to surface key steps, questions, and documentation needs while maintaining professional judgment. You’ll leave with practical examples you can adapt to planning, compliance, and review processes.

Objectives

Apply AI to a real workflow; verify results; document safe use. Use AI and analytics responsibly with verification, documentation, and confidentiality safeguards. Strengthen incident response readiness and communication workflows.