An AI Guide for CPAs: Updated for 2026

"An AI Guide for CPAs" is a practical, CPA-focused guide to using ChatGPT and other generative AI tools in accounting, tax, and finance work. Updated for 2026, it reflects how the tools actually work today and shows you how to apply them in real CPA use cases with clear, usable steps.

• Learn the Essentials: Understand what generative AI does well (and where it doesn't), and how to use it safely and effectively in CPA work.
• Increase Productivity: Use AI to move faster through common tasks like interpreting complex Excel formulas, reviewing PDFs and technical guidance, cleaning messy data, and drafting better work products.
• Get Better Results with Better Prompts: Learn practical prompt techniques that improve accuracy and relevance without turning your process into a script.
• Organize and Preserve Your Work: Manage chat history and build a reusable library of your best conversations using built-in organization tools and simple archiving habits.
• Customize ChatGPT for CPA Work: Set up Custom GPTs and other settings so the tool responds the way you work, especially for recurring accounting and tax needs.

Packed with CPA-oriented examples and ready-to-use prompts, "An AI Guide for CPAs" shows how to make AI a reliable assistant in your day-to-day work-without the hype. If you want current, practical guidance you can apply immediately, this book will help you stay up to date and get more value from AI in 2026 and beyond.