Train ChatGPT to Know You're a CPA in 2 Minutes
Learn how to configure ChatGPT settings to get responses tailored to your profession and preferences. In just a couple of minutes, you can set your tone, style, data privacy controls, and personal details—then ChatGPT will automatically adjust how it communicates with you. This technique from K2's AI for Accounting course shows how one CPA transformed generic responses into professional, conversational summaries that match their expertise. Discover how custom instructions can make AI work smarter for your workflow.
From the course “K2's Artificial Intelligence for Accounting and Financial Professionals” (4 CPE credits, Information Technology, Intermediate):
https://www.cpetoday.com/course/k2s-artificial-intelligence-for-accounting-and-financial-professionals-23s-aif-4
Taught by Stephen Yoss — Speaker & Author, CPE Today.
More from Stephen Yoss: https://www.cpetoday.com/instructor/stephen-yoss
Taught by Brian Tankersley — Speaker & Author, K2 Enterprises.
More from Brian Tankersley: https://www.cpetoday.com/instructor/brian-tankersley
CPE Today offers live webinars, Live Replays and self-study for CPAs and accounting professionals. NASBA-sponsored (ID 167619) and an IRS-approved CE provider. https://www.cpetoday.com/
#ChatGPT #CustomInstructions #AI