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Master AI Accountant & CPA Certification · Digital course

MAAC Level 2 — Certified AI Accounting Professional

Self-paced enrollment in Level 2 of the Master AI Accountant & CPA Certification: Apply AI to the everyday work of an accounting professional: structured prompting for workpapers, technical memos, reconciliation narratives, tax research, and client letters, with the tie-out, confidentiality, and documentation habits that a reviewer, a peer reviewer, or the IRS would expect.

Modules
5
Estimated time
14 hours
Access
Self-paced

Single-user enrollment

$499.00

One-time purchase

Enrollment includes

Controlled AI training built for accounting work

Evaluate AI tools for accounting use cases, limitations, data handling, and control requirements.

Design prompts and review procedures that produce traceable, decision-ready work.

Apply AI to close, reporting, tax, audit, forecasting, and financial analysis workflows.

Automate repetitive processes without removing approvals, reconciliations, or accountability.

Curriculum at a glance

From AI fundamentals to accounting firm growth

View all 5 modules
  1. Module 01

    Accounting Prompting Patterns

    Build structured, reusable prompts for memos, reconciliation narratives, and review notes that supply the source data, constrain the output to what the data supports, and end with a tie-out instruction a reviewer can check.

  2. Module 02

    Workpapers, Memos, and Close Documentation

    Use AI to draft technical accounting memos, reconciliation and flux narratives, and tax return review notes that a reviewer can tie out, while keeping conclusions, positions, and materiality judgments with the professional.

  3. Module 03

    Tax and Accounting Research Verification

    Use AI to organise research across the Code, regulations, IRS guidance, and the Codification while treating every answer as a claim to be verified against the official text, and treat every client-supplied document as untrusted input.

  4. Module 04

    Client Communication and Advisory Drafting

    Draft client letters, plain-language explanations of financial statements and tax outcomes, and responses to IRS notices with AI, while keeping written advice within Circular 230, never implying assurance, and escalating what needs a CPA or enrolled agent.

  5. Module 05

    Confidentiality, Safeguards, and Audit Trails

    Classify accounting and tax data before it reaches an AI tool, apply the AICPA confidentiality rule, section 7216, and the FTC Safeguards Rule as the IRS explains it, and maintain documentation of AI use on every engagement that a reviewer or examiner could follow.