Microsoft Copilot for CPAs

Leverage Microsoft Copilot strategically within your accounting practice by applying a structured, CPA-focused framework. This course explains how Copilot functions inside Excel, Word, PowerPoint, Outlook, and Teams, and then demonstrates how to use prompt engineering, validation techniques, and governance controls in audit, tax, advisory, and reporting tasks. By integrating AI into daily workflows while preserving professional judgment and accountability, you can transform Copilot into a disciplined productivity multiplier.
Format

PDF Course

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Duration

3 Hours

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Course Information

Author: Steven Bragg
Course Number: SP1022

Learning Objectives
  • 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.

Level: Overview
Instructional Method: QAS Self-Study
NASBA Category: Computer Software & Applications
Prerequisites: None
Advance Preparation: None
Latest Review Date: January 2026
Program Registration Requirements: Click on the Enroll button to pay for and access the course. You will then be able to download the course as a PDF file, then take an on-line examination, and then download a certificate of completion if you pass the examination.
Program Refund Policy: For more information regarding administrative policies concerning complaints, refunds, and other matters, see our policies page.

AccountingTools, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
The NASBA sponsor identification number for Accountingtools, Inc. is 115881.

AccountingTools is an IRS Approved Continuing Education Provider. We are compliant with the requirements for continuing education providers (as described in sections 10.6 and 10.9 of the Department of Treasury’s Circular No. 230 and in other IRS guidance, forms, and instructions). Our IRS Approved Continuing Education Provider number is 72821.