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EDUCATION / NOTES

Notes for professionals
using AI at work.

Short, sourced, practical.
Start with your client data.

Two professionals reviewing a printed document together at a desk.
YOUR CLIENT DATA. YOUR CALL.Notes to read before the room.

THE NOTES

Three to start with.

Don’t give away your data

02 · Your client data · Three lines and a working habit for using AI without scattering the client file.

Your prompt is not the whole context

Field notes · Ontario CPAs · What a connected assistant can reach, and the access map to ask for before you connect it.

Four GST/HST edge cases

09 · GST & HST · Same question, one changed fact, a different tax answer: four cases to test your AI, with the CRA sources to check it against.

IN THE ROOM

Bring the difficult question.
Learn to check the answer.

Small rooms, lunch included, English and French available. See professional training.