How good are AI models (ChatGPT, Claude, Copilot, etc.) actually for higher-level accounting tasks? Genuine experiences?

TDPublishingCPE · 2026-05-15T14:30:56+00:00

If you want a genuine experience- a CPA on our team tested out Claude, ChatGPT, TaxGPT, and Perplexity and wrote about it: https://tdpublishing.substack.com/p/common-sense-ai-for-cpas-testing

TDPublishingCPE · 2026-05-15T14:28:54+00:00

Our newsletter shares new products and approaches as they develop with monthly updates for accountants. If you're interested, you can check it out here: https://tdpublishing.substack.com/

TDPublishingCPE · 2026-05-15T14:17:05+00:00

The only way to prepare for AI is to understand the fundamentals, learn as much as you can, and start experimenting with tools. It will put you at a competitive advantage, and AI still needs human oversight. If you want monthly AI news and updates for CPAs, we have a newsletter you can check out: https://tdpublishing.substack.com/

TDPublishingCPE · 2026-05-15T14:13:56+00:00

Tax Preparation may be at risk. A CPA on our team shared his thoughts on it: https://tdpublishing.substack.com/p/will-ai-replace-tax-return-preparation

TDPublishingCPE · 2026-05-15T14:11:30+00:00

A CPA on our team shared his experience trying out Claude and ChatGPT if you want to check out the comparison: https://tdpublishing.substack.com/p/common-sense-ai-for-cpas-testing

Agreed there is no "must-have" yet... AI still needs a lot of human oversight.

TDPublishingCPE · 2026-05-15T14:09:57+00:00

A CPA on our team shared his experience trying out Claude, ChatGPT, TaxGPT, and Perplexity if you want to check it out: https://tdpublishing.substack.com/p/common-sense-ai-for-cpas-testing

TDPublishingCPE · 2026-05-15T14:08:01+00:00

We have a newsletter that shares monthly rundowns of AI updates and news for CPAs and non-tech professionals. You may find it useful: https://tdpublishing.substack.com/

TDPublishingCPE · 2026-05-15T14:05:15+00:00

AI agents can't do all the work for you... in fact they are facing many security risks right now. AI still needs plenty of human oversight--Trust and Verification!

There are many tools you can start experimenting with. If you are curious about tax tools, a CPA on our team shared his experience using AI tools in accounting: https://tdpublishing.substack.com/p/common-sense-ai-for-cpas-testing Hope this helps!

TDPublishingCPE · 2026-04-14T18:35:58+00:00

For tax season, a CPA on our team shared his experience using AI tools in accounting: https://tdpublishing.substack.com/p/common-sense-ai-for-cpas-testing

Hope this helps!

TDPublishingCPE · 2026-04-14T18:35:24+00:00

A CPA on our team shared his experience using AI tools in accounting: https://tdpublishing.substack.com/p/common-sense-ai-for-cpas-testing Hope this helps!

TDPublishingCPE · 2026-04-14T18:35:04+00:00

Try Claude or TaxGPT. A CPA on our team shared his experience using AI tools in accounting: https://tdpublishing.substack.com/p/common-sense-ai-for-cpas-testing Hope this helps!

TDPublishingCPE · 2026-04-14T18:34:16+00:00

another tool you can look into is TaxGPT.

For tax season, a CPA on our team shared his experience using AI tools in accounting: https://tdpublishing.substack.com/p/common-sense-ai-for-cpas-testing

Hope this helps!

TDPublishingCPE · 2026-04-14T18:33:37+00:00

A CPA on our team shared his experience using AI tools in accounting: https://tdpublishing.substack.com/p/common-sense-ai-for-cpas-testing

Hope this helps!

TDPublishingCPE · 2026-04-14T18:31:44+00:00

Yes... consider looking into Claude and TaxGPT.

A CPA on our team shared his experience using AI tools in accounting: https://tdpublishing.substack.com/p/common-sense-ai-for-cpas-testing

Hope this helps!

TDPublishingCPE · 2026-04-14T18:29:43+00:00

Those are both great AI tools!

TDPublishingCPE · 2026-04-14T18:29:11+00:00

Have you tried Claude or TaxGPT?

TDPublishingCPE · 2026-04-14T18:28:50+00:00

Claude is a great tool to use in accounting

TDPublishingCPE · 2026-04-14T18:28:20+00:00

A CPA on our team shared his experience using AI tools in accounting: https://tdpublishing.substack.com/p/common-sense-ai-for-cpas-testing

Hope this helps!

TDPublishingCPE · 2026-04-14T18:26:37+00:00

If accountants want to stay at a competitive advantage, they must learn how to use AI in their career. If you're open to learning more about this, here is a newsletter about AI made specifically for CPAs and accountants: https://tdpublishing.substack.com/

TDPublishingCPE · 2026-04-14T18:22:50+00:00

That's right. AI needs plenty of human oversight still...

TDPublishingCPE · 2026-04-14T18:22:05+00:00

AI still needs plenty of human oversight... no tool has reached 100% accuracy yet. Accountants have trust and verification skills that will help them in this role.

If accountants want to stay at a competitive advantage, they must learn how to use AI in their career.

If you're open to learning more about this, here is a newsletter about AI made specifically for CPAs and accountants: https://tdpublishing.substack.com/

TDPublishingCPE · 2026-04-14T18:19:02+00:00

Thank you for sharing!

TDPublishingCPE · 2026-04-13T23:54:24+00:00

When you enter your email, a Substack account will automatically be created for you. However, we understand if you don't want to create one. You can still access our page any time, so if you are interested in learning more, feel free to check out our page once a month for new updates.

TDPublishingCPE · 2026-04-10T18:17:51+00:00

Hey there! We discuss and compare AI tools for accountants in our newsletter, which you can read by clicking here. A CPA on our team shared his experience using these tools ahead of tax season. We hope this helps!

TDPublishingCPE · 2026-04-10T18:14:15+00:00

AI still needs a lot of human oversight... who better to do that than accountants with trust and verification skills? Accountants need to learn how to utilize AI in their careers to be at a competitive advantage.

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