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Courses/Accounting & Tax/Technology for Accountants

ChatGPT for Accountants: 2025 Update

Transform your accounting practice with ChatGPT 2025. Learn to leverage its full, secure capabilities for unmatched efficiency and innovation.

Created byGarrett Wasnyworkspace_premium
4.9
(387 reviews)
BeginnerUpdated Jun 5, 2025
ChatGPT for Accountants: 2025 Update

What You'll Learn

check_circleDifferentiate free, Plus, Pro, Team, and Enterprise tiers
check_circleDesign effective multimodal prompts that minimize hallucinations
check_circleOrganize knowledge using projects, libraries, and custom GPTs
check_circleConfigure memory, scheduled tasks, and MFA (multi-factor authentication) to align with firm policy
check_circleIntegrate AI outputs into audit, tax, and advisory deliverables with traceability
check_circleFormulate a phased adoption plan that balances innovation and risk

About This Course

This course provides a concise overview of the 2025 enhancements to ChatGPT.  The presentation translates the most recent and groundbreaking AI advances into governed, fee-earning workflows for audit, tax, and advisory professionals.

You’ll tour the full stack—from license selection and multimodal prompt craft to team workspaces, scheduled automations, and enterprise-grade compliance—empowering you to wield ChatGPT as the “Swiss-Army-Knife” of AI rather than a risky novelty.  Upon completion, you’ll walk with a rigorously validated playbook, the assured competence to embed ChatGPT across assurance and advisory mandates, and the strategic foresight to guide stakeholders through the next wave of AI transformation.

Topics Covered:

  • Access & Signup Tiers

  • Message Composer Mastery

  • Sidebar Workspace & Projects

  • Settings Dashboard & Automation

  • Security & Compliance Frameworks

  • Scheduled Tasks & Custom GPTs

  • Executive Takeaways & Adoption Roadmap

Your Instructor

Garrett Wasny
Garrett Wasny

MA, CMC, CITP/FITP

menu_book141 courses
star14,028 reviews

GARRETT WASNY, MA, CMC, CITP/FITP, is an artificial intelligence (AI) skills advisor to accountants, tax attorneys, enrolled agents, and tax preparers worldwide. His courses focus on the new intersection of accounting and technology, and provide guidance to practitioners on how to prosper in this dynamic age. His sessions demystify emerging cloud, mobile, and social applications, and explain in plain language how financial professionals can use these online tools to build trust, solve problems, and create new value. He’s also an award-winning Internet speaker, author, app developer, professional development specialist, and former management consultant for Price Waterhouse. He's published 50+ ebooks on computing and ethical issues related to accounting, written hundreds of articles and columns on Internet strategy, and delivered thousands of seminars and webinars to CPAs and accounting organizations around the globe.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.9
Student's Choice
387 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.