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Students sitting in accounting classrooms enter a profession where tools like ChatGPT, Claude, Microsoft Copilot, Google Gemini, and purpose-built platforms like CaseWare AI and Vic.ai are already embedded in audit workflows, tax research, financial analysis, and client communication. The question is not whether they will use these tools. They will. The question is whether they will use them wisely.

This article will unpack five tasks you may not know you can do with Copilot and why they matter for accounting and financial professionals. These should help you get started using Copilot more creatively, efficiently and productively.

Boost productivity. Manage schedules. Develop marketing materials. Create a viral video. Whatever it is that you need to do today, there’s an app to help you get it done. GSCPA’s Director of Technology & Multimedia Services Calvin Wong shares some of the newest apps he has tested to help save you time and money, and maybe even impress your kids with your new skills.

The risk of cyber threats continues to grow for CPA firms, along with other professional services firms, as all are considered prime targets for cyber criminals given the wealth of sensitive client data, financial information, and/or legal documents they maintain.

For firm leaders navigating changing client expectations, talent shortages and the pressure to deliver faster insights, artificial intelligence (AI) presents a critical opportunity.

“Protect Your Clients; Protect Yourself” series highlights the importance of having a Written Information Security Plan (WISP).

Tax professionals are required by law to create a Written Information Security Plan – or WISP – to protect their clients’ data. The IRS and the Security Summit partners have created an easy-to-follow guide that outlines the basics and walks tax professionals through the ins and outs of starting and maintaining a plan.

Read about the multitude of tax, regulatory and policy issues surrounding crypto that CPAs and business advisors are going to need to analyze moving forward.