Tax
Research and file tax faster.
Case-law search, regulatory interpretation, position memos and automated return preparation.
Apply AI · For CAs and tax professionals
AI for Chartered Accountants & Tax Professionals. Put AI to work in audit and tax.
Rooman's AI for Chartered Accountants & Tax Professionals is a 36-hour, 8-week online course for chartered accountants and tax professionals. You learn to use AI for tax research, return preparation, audit planning, substantive testing and client advisory, then prove it in a capstone and earn the Rooman Apply AI Certificate.
36 hours10 modulesWeekly live cohortCapstone project
What you'll be able to do
Use AI across audit, tax and advisory.
AI is changing how audit, tax and advisory work is done. Chartered accountants who build AI fluency early spend less time on document review and more time on judgement-heavy work.
Audit
Plan and test audits with AI.
Risk scoring, sampling design, analytical procedures and anomaly detection.
Judgement
Protect independence and scepticism.
Use AI within ICAI and NFRA standards, with confidentiality and professional scepticism intact.
Skills covered
- AI-augmented tax research and position drafting
- Audit risk scoring with AI
- Substantive testing automation
- Document review with AI
- Client advisory automation
- AI ethics in professional services
- ICAI/NFRA standards for AI use
- End-to-end audit engagement
Who it's for
Built for CAs in practice today.
For CA Inter candidates, qualified CAs, CPAs and audit-firm associates who want AI fluency in audit, tax and advisory.
Roles where these skills are used
- Chartered Accountant
- Tax Consultant
- Audit Manager
- Senior Audit Associate
- Tax Director
- Forensic Accountant
Entry requirements.
- CA Inter, a qualified CA, a CPA or equivalent, or an audit-firm associate at any level
- Completion of AI for ALL
New to AI? Start with AI for ALL, Rooman's 20-hour, 9-module foundation course. Not sure which course fits? Take the 10-minute career assessment.
36 hours · 10 modules
A curriculum built around audit and tax work.
Each module follows a real task from your job and ends with a piece of work you keep.
01AI in professional services
Use cases, ethics, and how ICAI and NFRA view AI.
Topics covered
- Where AI is used today in audit, tax and advisory firms
- Ethical questions CAs face when using AI
- How ICAI and NFRA view AI in professional work
- Choosing the first AI use cases for your practice
You produce: a map of where AI fits in your practice.
02Tax research with AI
Case-law search, regulatory interpretation and position memos.
Topics covered
- Searching case law and rulings with AI
- Interpreting circulars, notifications and amendments
- Drafting tax position memos with verified sources
- Checking AI answers against primary sources
You produce: a tax position memo with sources.
03Tax return preparation automation
Form preparation, reconciliation and exception handling.
Topics covered
- Preparing income-tax and GST return data with AI
- Reconciling with Form 26AS, AIS and GSTR-2B
- Handling exceptions and mismatches
- Review checklists before filing
You produce: a prepared return with exceptions logged.
04Audit planning and risk assessment
AI-augmented risk scoring and sampling design.
Topics covered
- Understanding the client and its risks with AI-assisted research
- AI-augmented risk scoring of accounts and assertions
- Designing samples with AI support
- Documenting the audit plan
You produce: an audit plan with risk scores.
05Substantive testing with AI
Analytical procedures, ratio analysis and anomaly detection.
Topics covered
- Running analytical procedures on full data sets
- Ratio and trend analysis with AI
- Detecting anomalies such as unusual journal entries
- Following up and documenting exceptions
You produce: a set of analytical procedures with findings.
06Document review and analytics
Contract review, voucher testing and AP/AR analytics.
Topics covered
- Reviewing contracts for audit-relevant terms
- Voucher testing with AI extraction
- Accounts payable and receivable analytics
- Flagging related-party and cut-off issues
You produce: a document-review report.
07Client advisory automation
Drafting advisory notes and benchmark commentary.
Topics covered
- Drafting advisory notes for clients
- Benchmark commentary against industry peers
- Turning audit findings into management letters
- Presenting insights to promoters and boards
You produce: a client advisory note.
08Professional ethics and AI
Confidentiality, independence and professional scepticism when using AI.
Topics covered
- Client confidentiality when using AI tools
- Independence considerations
- Professional scepticism towards AI output
- Firm-wide rules for AI use
You produce: an AI-use policy for your team.
09ICAI and NFRA standards on AI use
Working standards and documentation requirements.
Topics covered
- Current ICAI guidance relevant to AI-assisted work
- NFRA's expectations on audit documentation
- Recording AI use in working papers
- Quality-control reviews
You produce: working papers that meet the documentation standards.
10Capstone
Run an end-to-end AI-augmented audit engagement, from planning to reporting, for a sample SME client.
Topics covered
- Planning the audit and scoring risks for a sample SME client
- Running analytical procedures and substantive tests
- Reviewing documents and resolving exceptions
- Drafting the audit report and management letter
You produce: a complete audit file.
Tools covered
The tools you'll work with.
You practise on the AI assistants, tax tools and audit platforms Indian practices use.
| Tool group | Tools | What you use them for |
|---|---|---|
| AI assistants | ChatGPT, Claude | Research, drafting and review |
| Tax tools | Tax research databases with AI, ClearTax/Quicko AI | Tax research and return preparation |
| Audit | Audit AI platforms | Risk scoring, sampling and testing |
Capstone
Run an audit engagement, with AI.
Your capstone takes a sample SME client through an AI-augmented audit, from planning to reporting. You show where AI speeds up risk scoring, testing and documentation, and where the auditor's judgement decides.
Along the way you complete 4–6 lab exercises.
Your capstone portfolio.
- A tax position memo with sources
- An audit plan with risk scores
- A document-review report
- A client advisory note
- Working papers that meet the documentation standards
Your credential
Rooman Apply AI Certificate.
Chartered Accountants & Tax Professionals specialisation. Your certificate is stamped with the specialisation you complete.
Your capstone portfolio shows what you can do with AI, which is what a manager or employer will ask to see.
What's included
Everything you need to finish.
- Certified industry-expert trainers
- Weekly live cohort sessions online
- AI-powered LMS with 1-year access
- 4–6 hands-on labs and a capstone project
- Résumé and LinkedIn workshop
- Access to Rooman's network of 1,000+ hiring partners
Who is this course for?
For CA Inter candidates, qualified CAs, CPAs and audit-firm associates who want AI fluency in audit, tax and advisory.
Do I need to complete AI for ALL first?
Yes. AI for ALL is Rooman's 20-hour, 9-module foundation course and the entry point to every Apply AI specialisation.
How much time does it take?
36 hours over 8 weeks, combining self-paced lessons with one live cohort session each week.
Is it online or classroom?
Online, with weekly live cohort sessions, so you can study alongside a full-time job.
Is this course approved by ICAI?
ICAI doesn't approve external courses, but the curriculum aligns with ICAI's recent technology standards.
Will I learn audit tools?
Yes, in depth: document review, sampling and substantive testing.
How does this fit with the CA qualification?
It complements your CA training with applied AI fluency in audit, tax and advisory.
Is it useful for senior CAs?
Especially for senior CAs, many of whom are leading AI adoption decisions in their firms.
What is the capstone?
You run an end-to-end AI-augmented audit engagement, from planning to reporting, for a sample SME client.
Can I practise with real client data?
No. Practice uses sample or anonymised material. The course shows how to use real client data safely within your firm's policies and professional standards.
Which certificate will I receive?
The Rooman Apply AI Certificate, stamped with your Chartered Accountants & Tax Professionals specialisation.
How do I find out fees and batch dates?
Talk to a Rooman counsellor on 080 6945 1000 or WhatsApp +91 97390 86029. They will share current fees, payment options and upcoming batch dates.
Can Rooman train my whole firm?
Yes. Corporate cohorts run the same curriculum for your firm, and Rooman has supported enterprise training since 2008.
Related courses.
All Apply AI courses
20 hrsStart hereAI for ALLThe 20-hour foundation for every Apply AI specialisation.
35 hrs10 modulesAI for Accountants & BookkeepersReconciliation, GST and audit prep with AI.
36 hrs10 modulesAI for Lawyers & Legal ProfessionalsAI for research, contracts and due diligence.For teamsTraining your whole firm?Run this course as a private cohort, as part of Rooman's AI Workforce Readiness programme.Talk to usNext step
Start with a conversation.
Tell us about your role and a counsellor will call you with batch dates, fees and payment options.
- Call: 080 6945 1000
- WhatsApp: +91 97390 86029
- Email: hello@rooman.com
Course details reviewed on 25 September 2026.