How to Leverage ChatGPT in Advisory Work

Learn the language of commands and prompts. And check the math.

By Sandi Leyva

The generative AI model ChatGPT, developed by OpenAI, has been out for over a year. Yet, roughly half of the accounting professionals taking my ChatGPT webinars haven’t found the time to try it out yet. In this article, I want to give you a sneak peek into just one of the many tasks ChatGPT can perform for you to shorten your day potentially.

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Let’s say you have a client with some advisory questions. They want to know the answers to the following four questions based on sales data for a particular period:

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Telehealth Advances with AI-Powered Clinics

Patients can perform their own tests, draw their own blood, and more.

By Rick Richardson
Technology This Week

Soon, you will find at a nearby mall, fitness center or office building an artificial intelligence-powered standalone doctor’s office where you, the patient, take your vital signs and draw your blood.

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Several tech-driven initiatives, such as telehealth and concierge medicine, are upending the typical yearly physical. Around the nation, a business called Forward is setting up CarePods, hoping people will routinely visit them for specific issues and preventative care.

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Your ChatGPT Checklist: Get Started with Generative AI

What accountants need to know today.

By Sandi Leyva

ChatGPT is a game-changing technology for accounting and tax professionals. If you haven’t already tried it, you’re missing out on potentially significant efficiencies for your firm. Like any technology, it has some pitfalls you must be aware of. But that shouldn’t stop you from at least seeing what all the fuss is about.

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Here’s a 12-item checklist to get you started on ChatGPT:

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Windows Is Now an App for PCs, Apple Products

The most widely used office software is now more convenient.

By Rick Richardson
Technology This Week

Microsoft has created a Windows App for iOS, iPadOS, macOS, Windows and web browsers. The application effectively transforms the old Windows 365 app into a central location for accessing Microsoft Desktop Services, Azure Virtual Desktop, Windows 365, Microsoft Dev Box and streaming a copy of Windows from a distant PC.

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Microsoft supports device redirection for peripherals such as webcams, storage devices and printers, as well as configurable display resolutions and scaling. These features are accessible through its Windows App. The preview version of the Windows App isn’t currently available for Android, though.

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AI Brings Opportunities for Accountants

The profession will reap some of the greatest impact.

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

OpenAI, the creator of the wildly popular artificial intelligence (AI) tool ChatGPT, conducted a research study with the University of Pennsylvania. It identified the occupations with the most significant impact potential because of large language models (LLMs, like ChatGPT). Among the occupations with the highest exposure to AI are accountants, auditors and tax preparers!

MORE: Seven Things You Must Know about AI
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What does it mean?

1. To quote some (edited somewhat for more straightforward reading) of the essential notes from the research:
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