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Master AI Accountant & CPA Certification · Digital course

MAAC Level 5 — AI Accounting Firm Automation Specialist

Self-paced enrollment in Level 5 of the Master AI Accountant & CPA Certification: Build and operate narrowly scoped AI agents and orchestrated workflows across the ledger, practice management, document management, and tax systems of an accounting firm, with approval gates, role-based access, prompt-injection defence, engagement-file logging, monitoring, incident response, and honest return measurement, and deliver an implementation capstone.

Modules
14
Estimated time
40 hours
Access
Self-paced

Single-user enrollment

$599.00

One-time purchase
What Level 5 covers Review the complete curriculum The six-level program

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 14 modules
  1. Module 01

    What an Agent May Do in an Accounting Firm: Authority and Its Limits

    Level 5 opens with authority: the ladder from suggesting to acting inside the firm, Excessive Agency as the design risk to engineer against, the written agent authority register organised by capability type, and the acts that never go to an agent at all: signing, filing, paying and certifying.

  2. Module 02

    Orchestrating Client Onboarding, Engagement and Independence Checks

    How to automate intake and document requests while a partner decides acceptance, scope and independence: asking only for the data needed, routing section 7216 consents and service provider notices rather than generating them, surfacing independence issues for a person to decide, and mapping the whole onboarding flow.

  3. Module 03

    Orchestrating Deadlines, Filing Calendars and Recurring Engagements

    Why an automated deadline alert must never be the last line of defence, how to run filing and extension calendars as a tool the firm stays responsible for, with a named owner and a second check, how recurring engagements catch expiring section 7216 consents, and how to close an engagement without dropping a thread.

  4. Module 04

    The Integration Map and Data Contracts

    Before an automation connects to the ledger, bank feeds, tax software or the client portal, the firm maps every system and flow it touches, decides who may lawfully receive tax return information at each boundary, and writes a data contract that checks what crosses. The module ends with missing fields, malformed data and drift.

  5. Module 05

    General Ledger and ERP Integration: Read First, Post With Approval

    An automation connected to a general ledger starts read only and earns each write. This module separates proposed entries from posted ones, places posting under a named approver, explains what changes for public-company clients, and shows where hosted ledgers, SOC 1 reports and attest independence set limits.

  6. Module 06

    Bank Feeds, Payables, Payments and Segregation of Duties

    Automation near money may prepare but never release a payment. This module places the automation inside segregation of duties as a role of its own, sets approval thresholds, holds every payee and bank-detail change for independent verification, and defends payment workflows against impersonation, tool misuse and stolen credentials.

MAAC

Levels in this programme

  1. Level 1 MAAC Level 1 — AI Foundations for Accounting
  2. Level 2 MAAC Level 2 — Certified AI Accounting Professional
  3. Level 3 MAAC Level 3 — Advanced AI Accounting Operations
  4. Level 4 MAAC Level 4 — Master AI Accountant & CPA Certification
  5. Level 5 MAAC Level 5 — AI Accounting Firm Automation Specialist You are viewing this level
  6. Level 6 MAAC Level 6 — Certified AI Accounting Instructor