Artificial Intelligence is rapidly becoming an integral part of modern accounting workflows, including taxation processes. With increasing pressure to operate efficiently, manage high volumes of data, and deliver more meaningful insights, professionals are exploring how AI can enhance productivity without compromising accuracy across both accounting and taxation functions.

Tools like Claude are emerging as powerful support systems for accounting professionals—assisting with summarizing technical guidance, drafting memos, organizing reconciliations, and improving day-to-day efficiency, including support for taxation documentation and analytical workflows. However, accounting and taxation demand professional judgment, precision, and a high level of skepticism. While AI can significantly support workflows, it does not replace the responsibility of the professional to review, interpret, and validate outputs.

As organizations continue to evaluate AI adoption, it is critical for professionals to understand where these tools deliver value and where human oversight remains essential—particularly in areas involving taxation compliance and reporting. When applied effectively, AI can strengthen efficiency, communication, and analytical capabilities. When misapplied, it may introduce risks related to inaccuracies, incomplete analysis, or over-reliance across both accounting and taxation activities.

This session provides a practical introduction to leveraging Claude within accounting workflows, including taxation applications. It emphasizes real-world use cases, measurable productivity improvements, and key guardrails required to ensure responsible, compliant, and effective implementation.

Learning Objectives:

• Introduction to Claude for accounting workflows and taxation
• How AI can support accountants in daily work and taxation-related tasks
• Summarizing accounting guidance and financial documentation, including taxation materials
• Drafting memos, reconciliations, and internal documentation for accounting and taxation
• Supporting accounting analysis and variance commentary, including taxation insights
• Organizing accounting issues and workflow processes, including taxation-related workflows
• Using Claude during month-end close and reporting cycles, including taxation reporting
• Risks and limitations of AI in accounting and taxation environments
• Protecting accuracy and maintaining professional oversight in accounting and taxation
• Best practices for prompting Claude effectively for accounting and taxation use cases

Credits and Other information:

• Recommended CPE credit – 2.0
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Basic
• Location: Virtual/Online
• Delivery method: Group Internet Based
• NASBA Sponsor: 146439
• IRS Course ID: PJGWS
• Attendance Requirement:  Yes
• Session Duration: 120 Minutes
• Case Studies and Live Q&A session with speaker
  • PowerPoint presentation for reference

Who Should Attend:

• CPA's
• Accountants
• Controllers
• CFO's and Finance Leaders
• Finance Managers
• Financial Analysts
• Internal Auditors
• Accounting Managers
• FP&A Professionals
• Advisory and Consulting Professionals
• Risk and Compliance Professionals
• Business Strategists

Coder Archives is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Speaker Profile

Justin brings over 20 years of wide-arranging experience in compliance, training and regulations. He has served as Head of Compliance Training at Bank of China, Macquarie Group’s Head of Americas Compliance Training and JPMorgan Chase’s Compliance Training Manager.Justin also worked for FINRA, a US regulator, where he created Examiner University to train examiners on how to perform their function.