This course is a completely updated version of our 2025 course, and it is as current as an AI course can be. It was updated in November 2026 and even includes the federal government’s Budget 2026, tabled on November 5, 2026. You’ll watch an AI browser compare the 532-page budget document with KPMG and PwC analyses and summarize the tax proposals most relevant to small businesses and their owners, with sources cited.

In 2025, most AI tools for accountants were assistants: you asked a question and got an answer back. In 2026, AI has moved from assistant to coworker. In April 2026, Copilot’s agent capabilities became the default in Word, Excel and PowerPoint. Anthropic, OpenAI and Perplexity now all offer agents that work directly inside Excel. And new AI coworkers such as Claude Cowork and Copilot Cowork take on whole multi-step tasks across your files and apps, then hand back finished work for you to review.

Watch a short promotional video of the course here:

• Learn from Your Own Documents: Use Gemini Notebook and Copilot Notebooks to research, summarize and build source-grounded chatbots for clients and staff.
• Put Agents to Work: Use Microsoft 365 agents like Researcher and Analyst, and AI agents inside Excel and your web browser.
• Research, Write and Analyze Faster: Apply deep research, document analysis and AI writing tools to tax, audit and client matters.
• Manage Email and Plan Strategically: Triage your inbox with Copilot in Outlook and Gemini in Gmail, and use AI as a virtual strategy consultant.
• Delegate Safely to AI Coworkers: Hand off multi-step tasks while applying controls for supervision, verification and client confidentiality.

This practical course shows Canadian CPAs ten everyday ways to put these tools to work right now, each demonstrated step by step in the real applications: learning with Gemini Notebook (formerly NotebookLM) and Copilot Notebooks, automating with Microsoft 365 agents, Excel using AI agents, an agent in your browser with Perplexity’s Comet, writing and replying, deep research, strategic planning, document analysis, email management in Outlook and Gmail, and AI coworkers.

Crucially, this course goes beyond vendor hype. You’ll get the results of a head-to-head test from our Advanced Excel Using AI Agents course, in which four Excel agents updated a retirement spreadsheet’s tax figures, and the lessons it taught: supervise every run, and remember that even official sources can be out of date. You’ll watch Claude Cowork organize a fictional client’s 21 year-end documents. And you’ll learn the professional controls every CPA needs: checking citations, working on copies, and knowing where confidential client data is processed.

Course Content Created: October 2025

Course Content Updated: November 2026

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About This Product

CPABC On-Demand Courses offer self-paced learning through recorded sessions from previously delivered live seminars. Where available, accompanying materials such as handouts or course notes are included. On-demand courses are eligible for verifiable CPD hours upon successful completion, and a certificate will be made available for download for your records.

Please note that not all on-demand courses include downloadable materials such as handouts, course notes or presentation slides.

How to get started

After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.