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Explorechevron_rightAccounting & Taxchevron_rightTechnology for Accountants

Develop your Professional Designation in Technology for Accountants

These Technology for Accountants courses cover a broad spectrum of topics, ensuring you stay current with industry standards and best practices.

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Featured Technology for Accountants Packages

Curated sets to complete your hours faster. All packages are included in Unlimited Pass
Package
CERTIFICATE: Claude for CPAs
book
5 courses
5.0
(426)
10.5 CPD hours
US$149US$199

Value Bundles

Bite-sized learning bundles to earn hours faster. All bundles are included in Unlimited Pass.
Bundle
Claude Primer for CPAs
book
2 courses
4.9
(194)
5 CPD hours
US$99US$199

Professional Technology for Accountants Spotlight

Enroll with Unlimited Pass — All courses shown are included in Unlimited Pass
Claude Fundamentals for Accountants (2026 Update)
Video Course
workspace_premiumBest Instructor
Accounting & Tax: Technology for Accountants

Claude Fundamentals for Accountants (2026 Update)

Stop thinking chatbot and start building an integrated AI operating system for your accounting practice.

CA$143-33%CA$215
2.5 CPD hours
Garrett Wasny
5.0
(183)
Published at Jun 10, 2026
Updated at Jun 10, 2026
Claude Cowork in Practice: Advanced Workflows for Accountants
Video Course
workspace_premiumBest Instructor
Accounting & Tax: Technology for Accountants

Claude Cowork in Practice: Advanced Workflows for Accountants

Stop just chatting with AI—learn to build, automate, and stress-test board-ready financial workflows.

CA$140-35%CA$215
2.5 CPD hours
Garrett Wasny
5.0
(88)
Published at Apr 28, 2026
Updated at Apr 28, 2026
AI for Advanced Accounting Research
Video Course
workspace_premiumBest Instructor
Accounting & Tax: Technology for Accountants

AI for Advanced Accounting Research

Stop Googling and start automating: How to build an expert-grade research engine that saves weeks of manual work.

CA$82-15%CA$97
2.5 CPD hours
Garrett Wasny
5.0
(5)
Published at Apr 7, 2026
Updated at Apr 7, 2026
Chaining AI Workflows: The Finance Productivity Engine
Video Course
Accounting & Tax: Technology for Accountants

Chaining AI Workflows: The Finance Productivity Engine

Stop using AI as a novelty and start using it as a workforce engine to save hours of manual work every week.

CA$60-28%CA$83
1 CPD hour
Steven Taylor
5.0
(7)
Published at Jul 6, 2026
Updated at Jul 5, 2026
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AI in Accounting: Challenges and Opportunities
Video Course
Accounting & Tax: Technology for Accountants

AI in Accounting: Challenges and Opportunities

Stop fearing the machines and start using them to automate your firm's drudgery, boost productivity, and deliver high-value advisory.

CA$67-26%CA$90
1.5 CPD hours
Nick Beaugeard
5.0
(45)
Published at May 11, 2026
Updated at May 11, 2026
NotebookLM Use Cases for Accountants
Video Course
workspace_premiumBest Instructor
Accounting & Tax: Technology for Accountants

NotebookLM Use Cases for Accountants

Turn messy client data into actionable insights, forensic audits, and professional reports in minutes—not days.

CA$83-20%CA$104
2.5 CPD hours
Garrett Wasny
5.0
(1)
Published at Apr 9, 2026
Updated at Apr 9, 2026
Using AI to Instantly Transform Ideas into Revenue Streams
Video Course
workspace_premiumBest Instructor
Accounting & Tax: Technology for Accountants

Using AI to Instantly Transform Ideas into Revenue Streams

Stop staring at blank pages—transform any service idea into a validated, market-ready revenue stream in hours, not months.

CA$83-23%CA$108
2.5 CPD hours
Garrett Wasny
5.0
(1)
Published at Apr 10, 2026
Updated at Apr 10, 2026
Surveying Summing Functions in Excel
Video Course
Office Productivity: MS Excel

Surveying Summing Functions in Excel

Go beyond simple totals by mastering advanced summing strategies and dynamic referencing to build resilient, error-free spreadsheets.

CA$85-55%CA$188
1.5 CPD hours
David Ringstrom
5.0
(1)
Published at Jan 23, 2026
Updated at Jan 23, 2026
Beyond ChatGPT: Building AI Workflows That Actually Work
Video Course
Law: Technology Training

Beyond ChatGPT: Building AI Workflows That Actually Work

Stop typing isolated prompts and start engineering robust automation pipelines that connect multiple AI tools to handle complex tasks, scale your productivity, and drive real results.

A$70-50%A$140
1 CPD hour
Nick Beaugeard
4.9
(19)
Published at Jun 18, 2026
Updated at Jun 18, 2026
Breaking Down Excel Formulas
Video Course
Accounting & Tax: Technology for Accountants

Breaking Down Excel Formulas

Excel expert David Ringstrom, CPA, shares tips to verify workbook integrity using Show Formulas, Evaluate Formula, Trace Precedents, FORMULATEXT, dynamic arrays, and structured references.

CA$93-54%CA$204
2.5 CPD hours
David Ringstrom
5.0
(81)
Published at Sep 19, 2025
Updated at Sep 19, 2025