Class 1: Set Up Claude the Right Way
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About Event
Get Claude set up for your accounting practice, without compromising client data or overlooking compliance.
Learn the differences between Claude Desktop and the web app, understand which plans and privacy settings are appropriate for working with client information, and cover the essentials of IRS Section 7216 and Circular 230. You'll also build your first Claude Project, giving you a dedicated workspace for recurring accounting and tax research tasks.
You'll walk away with: A properly configured Claude workspace and your first Project, ready to use in your practice.