Self-Study
Microsoft Copilot for CPAs
This AI in accounting CPE course teaches CPAs how to leverage Microsoft's Copilot inside Excel, Word, PowerPoint, Outlook, and Teams in their practice.
Price range: $87.00 through $107.00
Webcasts are available for viewing Monday – Friday, 8am – 8pm ET,
and Saturday & Sunday, 10am – 6pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
 Secure Transaction CPE Credits
3 Credits: Computer Software & Applications
Course Level
Overview
Format
Self-Study
Course Description
Microsoft Copilot for CPAs equips accounting professionals with a framework for using Microsoft Copilot to improve efficiency while preserving professional judgment, accountability, and ethical standards. This AI in accounting CPE course explains how Copilot works inside Excel, Word, PowerPoint, Outlook, and Teams. Learn how to apply prompt engineering, validation techniques, and governance controls to real-world accounting, audit, tax, and advisory tasks using Copilot’s AI tools to improve your workflows. This AI in accounting CPE course is tailormade specifically for CPAs to help you leverage Copilot’s versatile AI tools as a productivity multiplier in your practice. Improve your workflows and increase ROI at your practice with Microsoft Copilot for CPAs.
Learning Objectives
Upon successful completion of this course, participants will be able to:
- Recognize how Copilot is an advancement over other accounting automation tools.
- Recall the risks associated with using Copilot.
- Recognize the factors impacting Copilot responses.
- Specify how contextual grounding impacts the effectiveness of Copilot.
- Recall why prompt constraints are applied in accounting applications.
- Recognize how Copilot interacts with internal controls.
- Recall the need for documenting how Copilot is used in some applications.
- Recognize the best ways to use Copilot within Excel.
- Specify the limitations of Copilot for generating forecasts.
- Recall why tone control is needed when using Copilot for client communications.
- Recognize how Copilot can be used to draft accounting memoranda.
- Recall the benefits of using context layering when prompting Copilot.
- Recognize the need for retention policies when using Copilot.
- Specify the ethical responsibilities of a CPA when using Copilot.
Course Specifics
SS226468898
February 17, 2026
There are no prerequisites.
None
68
Compliance Information
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
Steven M. Bragg, CPA, is a full-time book and course author who has written more than 300 business books and courses. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast. Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and …
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