Artificial Intelligence for Accountants  

By the end of this webinar, you should be able to: identify the five major AI ecosystems serving accountants — ChatGPT, Claude, Gemini, Perplexity, and Microsoft Copilot — and the core surfaces, plans, and pricing tiers each offers; compare projects, memory, file handling, and context-window capabilities across the major ecosystems to determine which platform best fits a given accounting workflow (audit, tax, advisory, bookkeeping); differentiate consumer-plan and business/enterprise-plan data-training, retention, and SSO defaults across vendors, and explain the confidentiality and privilege implications of each tier for client work; apply a standard rollout pattern — pilot one workflow, productize the win, then scale firmwide — to introduce an AI ecosystem without overspending or losing control of client data; and anticipate upcoming ecosystem shifts—agents, MCP tools, extended context, and deeper office integration—and their impact on accounting over the next 12–24 months.