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What You'll Master in Claude
Experiential learning for accountants by accountants.
Six sessions. Hands-on from day one. Real workflows, real accounting use cases, measurable results.
Claude Essentials
Intro to Claude, how to prompt it well, model selection, and setting up Projects so Claude remembers your context.
Secure & Responsible Use
Adoption best practices, responsible and secure use guidance, and how to go from pilot to firm-wide rollout.
Cowork: AI on Your Desktop
Task Claude to autonomously work on your local files. Folder organization, completed tasks before you sit down.
Advanced Firm Workflows
Deeper use cases such as PBC document intake, automated client follow-up, monthly financial packages, and memo reviews at scale.
Your Firm's Portable Digital Brain
Your prompts, workflows, and institutional knowledge organized into a living library your firm controls. Switch tools, and nothing gets lost.
Data, Excel & Research
PDF extraction, GL to trial balance, spreadsheet consolidation, variance analysis, and navigating AICPA guidance in minutes.
Why Firms Are Using Claude
Best-in-class reasoning. For research, technical memos, and financial analysis, output quality matters. Claude consistently delivers professional-grade work.
Chat to Desktop in One Platform. Claude goes from conversational AI to an autonomous desktop agent that works your files, connects your tools, and completes tasks end to end.
Complements Your Existing Toolkit. Already using ChatGPT or Copilot? Great, Claude fills a different gap: deep analytical work, complex deliverables, and firm-specific workflows.
What Participants Walk Away With
Skills that compound, not slides that collect dust
Real Workflow Integration
Claude applied to actual tax, audit, and CAS work. Engagement letter analysis, trial balance review, client memo drafting, not hypothetical demos.
Claude applied to actual tax, audit, and CAS work. Engagement letter analysis, trial balance review, client memo drafting, not hypothetical demos.
AI That Works on Your Desktop
Comfort with AI that reads your files, connects to your tools, and completes tasks start to finish, not just answers questions in a chat window.
Comfort with AI that reads your files, connects to your tools, and completes tasks start to finish, not just answers questions in a chat window.
Reusable Workflows
Participants leave with a library of go-to workflows built for their firm's specific processes, not one-off prompts they will forget.
Participants leave with a library of go-to workflows built for their firm's specific processes, not one-off prompts they will forget.
Know When to Use What
Understanding the full Claude spectrum: when to use chat, when to use Cowork, and how AI on your desktop changes the work, not just the workflow.
Understanding the full Claude spectrum: when to use chat, when to use Cowork, and how AI on your desktop changes the work, not just the workflow.
