Skip to main content

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
5
Estimated time
16 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 5 modules
  1. Module 01

    Agents and Orchestration in an Accounting Firm

    Define what an agent may, must never, and may only with approval do inside a firm, then build two orchestrations end to end: client onboarding through engagement letter and prepared-by-client request, and the month-end close from bank feed to reviewed flux narrative.

  2. Module 02

    APIs and Integrations With the Firm Systems of Record

    Design the integration map and data contracts across the general ledger and ERP, practice management, document management, tax preparation and e-file, payroll, and payments, with minimum fields, read-only defaults, idempotent approval-gated writes, and journal-entry controls treated as the highest-risk write in the firm.

  3. Module 03

    Approval Gates and Role-Based Access in a Firm

    Design the gate for every action that posts to a ledger, reaches a client, or lands on a return, build a role model that survives seasonal preparers and outsourced teams with consent and supervision as hard constraints, and design an override and kill switch that a person can actually use in March.

  4. Module 04

    Injection Defence, Engagement-File Logging, and Monitoring

    Treat client PDFs, bank statements, portal uploads, vendor invoices, and inbound email as hostile input, log every agent action so the documentation standards are met from inside the engagement file, and monitor for drift, cost, and silent failure across a year whose volume swings by a factor of five.

  5. Module 05

    Incident Response, Return Measurement, and the Implementation Project

    Adapt the NIST incident-response structure to automation failures in a firm, apply the Safeguards Rule and state breach obligations when taxpayer data is involved, measure return honestly against a seasonal business, and follow the seven-stage implementation method the capstone requires.

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