TechBytes: Microsoft 365 Copilot for CPA Firms. Practical AI You’ll Actually Use IN PERSON

Overview

AI is everywhere, but most CPA firms are still trying to sort out what is genuinely useful, what is safe, and what is just hype. This lunchtime TechBytes session is built for solo practitioners and small-firm partners who want practical answers, not buzzwords.

We will briefly explain the AI terms you keep hearing, including LLMs, tokens, prompts, and agents, and translate them into plain English and real business value. Then we will walk through live, working examples of Microsoft 365 Copilot in the context of CPA firms using the kinds of tasks many attendees will likely want to use themselves.

Highlights

Examples include Copilot in Excel for workpapers, formula generation, trial balance cleanup, and anomaly spotting; Researcher for pulling together timely guidance on tax topics and client industries; Analyst for deeper financial analysis using Python, without needing to code; and Cowork for handling multi-step tasks across Microsoft 365, the web, and connected business workflows.

We will also show practical uses in Outlook, Word, and Teams for drafting, summarizing, and turning notes into deliverables.

We will close with why licensing matters, including the added capabilities, data safeguards, and data processing protections CPA firms should expect from any AI platform.

You'll leave with practical use cases and a link to a downloadable best-practices guide.

Prerequisites

None.

Designed For

Owners, partners, controllers, general managers, and business leaders who need to oversee cybersecurity without becoming cybersecurity engineers.

Objectives

Preparation

None.