Prompt Engineering for Tax Teams: Hands-On AI Lab

Prompt Engineering for Tax Teams: Hands-On AI Lab
Live Virtual Program | Advanced Registration Required

Registration is restricted to those who attended the 2026 Tax Technology Seminar In-Person

Program Overview

AI is rapidly transforming how tax professionals work—but getting accurate, reliable results requires more than just asking questions.

Join TEI for a hands-on, interactive virtual lab where you’ll learn how to effectively prompt generative AI tools and apply them directly to real-world tax scenarios. Building on the highly attended AICPA session in Las Vegas, this live session gives participants the opportunity to practice prompt engineering techniques in real time using “According to AI.”

This is not a webinar - you’ll actively participate using your microphone and camera, collaborate with peers in breakout rooms, and work through guided exercises designed to improve efficiency in tax research, financial analysis, and professional communication.

What You’ll Learn

By the end of this session, participants will be able to:

• Understand the core principles of prompt engineering for generative AI tools
• Apply structured prompting techniques to improve outputs across tax-related tasks
• Differentiate “According to AI” from other AI platforms and identify key use cases
• Use prompt chaining and refinement strategies to improve accuracy and efficiency
• Complete guided, hands-on exercises in tax research, analysis, and drafting

Program Format

This session is designed to be highly interactive and hands-on, including:

• Live demonstrations and guided exercises
• Breakout room collaboration with peers
• Real-time application of AI prompting techniques
• Polling questions throughout the session for engagement and CPE compliance

Full participation is required (camera and microphone enabled)

Technology Requirements

To fully participate, attendees must:

• Use a laptop or desktop computer (no tablets/phones)
• Have access to a second screen (strongly recommended)
• Download and access the platform in advance (instructions provided upon registration)
• Ensure that use of browser-based AI tools is permitted by your organization

A temporary trial license for the platform will be provided
No coding or software installation required

Important Registration Information

• Space is limited to support an effective hands-on experience
• Registration will close 48 hours in advance to allow for setup and system access
• Participants will receive:
• Platform access instructions
• Security portal information
• Technical setup guidance

Instructors

Kevin Boeckholt, Director of Innovation, Accordance

Kristin Carter, Director of Client Success, Accordance

Jack More, Chief Strategy Officer, Accordance