Anja Nickolenko
Awarded to
Certificate of Completion
Training Date
Certificate ID
Kashif Ali
TaxGPT Founder and CEO
Scan to verify
e4062742-18f6-4d5c-8761-81db8abe2516
2026-09-23
What Client Intelligence does, how to set it up, and how to run a clean bulk import of client data.
TaxGPT Client Intelligence: Setup & Bulk Import
Distributed by:
AN

Issued to

Anja Nickolenko

Want to report a typo or a mistake?

ORDER

Credential Verification

Issue date: September 23, 2026

ID: e4062742-18f6-4d5c-8761-81db8abe2516

Issued by

TaxGPT

AI tax assistant for tax professionals and businesses, covering tax research with citations, tax preparation, memo drafting, document analysis and client management. TaxGPT Academy is our live training program for practitioners.

Type

Webinar

Level

Intermediate

Format

Online

Duration

1 hours

Price

Free

Description

The holder attended TaxGPT Client Intelligence: Setup & Bulk Import, a live one hour walkthrough of what the tool does, how to set it up correctly, and how to run a clean bulk import of client data.

Skills

Client Management

Data Migration

CRM

Client Onboarding

Earning Criteria

Watching

Attended the live session and watched at least 75% of the one hour broadcast. Attendance and watch time are recorded automatically by the live event platform.