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AI Primer for US CPAs

Master essential AI literacy, safeguard your practice against malpractice risks, and navigate IRS billing rules to deploy AI with confidence.

3curated courses
+
8CPD hours
=
1consolidated certificate
·schedule8 CPD hrs·Appropriate for all levels·Published Oct 28, 2026
Most popular bundle
If you bought each course individuallyOriginal price: US$263
This bundleUS$99
You save US$164 (62% off)

Get a certificate the moment you finish.

auto_awesomeCPD Unlimited Pass
Get more coursesUnlimited access to every course on the platform
Start 7-Day Free Trial
verified_user10-day money-back·boltInstant access
Most popular bundle
If you bought each course individuallyOriginal price: US$263
This bundleUS$99
You save US$164 (62% off)

Get a certificate the moment you finish.

auto_awesomeCPD Unlimited Pass
Get more coursesUnlimited access to every course on the platform
Start 7-Day Free Trial
verified_user10-day money-back·boltInstant access

Credit Information

Do you have questions about your organization's requirements? Read Requirements
The convenience pitch

What This Bundle Replaces

You already know what you need to do. The bundle collapses every step into one purchase.

Without this bundle

Searching, tracking, filing — 3 times.

  • closeSearch the catalog of 3 courses to find the ones that match your requirements
  • closeBuy 3 separate courses — at US$263 if you assembled it yourself
  • closeTrack progress across 3 separate enrollments and dashboards
  • closeDownload 3 different certificates and combine them yourself
→
With this bundle

One purchase. One certificate. Done.

  • checkOne purchase — US$99 for the whole bundle
  • checkOne progress tracker for all 3 courses
  • checkOne certificate — covers all 3 courses
  • checkTailored to your professional body's requirements
Coverage

Categories & CPD Hours

Structured around your CPD requirements.

Categories covered

  • checkArtificial Intelligence
    6 hrs
  • checkTax Planning & Compliance
    2 hrs
One certificate, all 8 hours

Instant, in the format your professional body expects

Most providers issue you a stack of 3 separate PDFs. We issue one consolidated certificate that lists every topic, hours per topic, and totals — exactly what your professional body needs to file. Per-course certificates are still available if you prefer.

  • checkSingle PDF lists all 3 topics & 8 hours
  • checkVerification ID on every certificate
  • checkCertificates stored for life
×3
Without bundle
→
CPD certificate
AI Primer for US CPAs3 courses · 8 CPD hrs
verified
With this bundle
3 courses · 8 CPD hours

Bundle Content

Each course is a standalone module.

If purchased separately: US$263Bundle: US$99You save US$164
About

Description

The AI Primer for US CPAs bundle provides a comprehensive, multi-dimensional foundation for accounting professionals navigating the rapid integration of artificial intelligence across accounting, tax, audit, and advisory services. As AI tools reshape workplace productivity and client service delivery, practitioners face critical questions regarding technical literacy, professional liability, regulatory compliance, and billing economics.

This course bundle delivers a thorough examination of core AI concepts, legal and malpractice exposure, and federal tax practice standards, equipping CPAs, tax managers, and firm leaders with the context needed to evaluate AI tools and manage professional risk.

Key subjects covered across this bundle include:

  • Foundational AI terminology explained in practical, non-technical language, including models, tokens, prompts, retrieval-augmented generation (RAG), tools, agents, guardrails, evaluation benchmarks, and inference costs.
  • Professional accountability, duties of care, verification standards, and malpractice risks associated with AI errors and hallucinations.
  • Professional liability insurance implications, potential coverage gaps, confidentiality, privilege, and data exposure considerations.
  • Regulatory expectations and practical governance controls to establish defensibility for AI-assisted work across professional engagements.
  • The economics of AI cost savings, client billing arrangements, and the application of Circular 230 fee rules and IRS Office of Professional Responsibility (OPR) guidelines.
  • Federal tax compliance considerations, including Section 7216 disclosure and consent rules, the FTC Safeguards Rule, Tax Court developments concerning fabricated citations, Section 6694 preparer penalties, and firm supervisory procedures.

By connecting essential technological principles with professional standards, legal precedents, and practical firm economics, the AI Primer for US CPAs addresses the critical operational, regulatory, and ethical considerations facing modern accounting firms.

Instructors

  • workspace_premiumBest Instructor
    Jason DeanAssociate Professor of Economics | King's University College at Western
    22 courses·4 reviews
  • workspace_premiumBest Instructor
    Garrett WasnyMA, CMC, CITP/FITP
    150 courses·2 reviews
verified_user

10-day money-back, even if you've started.

If it's not the right fit, you have 10 days to request a refund. Any certificates you earn remain valid.

FAQ

Questions Students Usually Ask

This bundle is a fixed set of pre-selected courses designed to cover specific topics and credit requirements. You can view the full list under the Courses Included section on this page, and click on any title to see detailed course information. Your purchase covers the courses listed here; it does not include access to the rest of our course library.

Stop Searching. Get this Bundle.

8 CPD hours, one certificate, 10-day money-back.

  • shield10-day money-back·
  • boltInstant certificate·
  • verifiedCertificates stored for life