Get Better Answers From the TXCPA AI Assistant
Our AI assistant searches TXCPA’s courses, events, member services and publications — not the open internet. A few small changes in how you ask can take you from “no results” to exactly what you need.
Follow-ups work — the assistant remembers what it just showed you.
Three Habits That Make Every Question Work Better
- Ask one thing at a time. “What are the ethics CPE requirements and when does my membership renew and are there any conferences in Houston?” splits the assistant’s attention three ways. Ask each question on its own — it remembers the conversation, so you can fire them off back to back.
- Keep it short and specific. You don’t need full sentences or polite framing. “Ethics CPE webcasts” works better than a paragraph explaining your situation. Name the topic, the format and the place if one matters — that’s usually enough.
- Use the suggested questions. After each answer you’ll see tappable follow-up questions. They’re built from what the assistant just found, so they’re guaranteed to lead somewhere useful. When in doubt, tap one.
Same Goal, Two Ways to Ask
These pairs show the difference a well-aimed question makes. The assistant on the left found it on the first try; the one on the right had to guess.
A ZIP code is the most precise location you can give. The assistant finds nearby venues automatically — no need to guess a radius.
“The metroplex” isn’t a place the search can pin down. You’ll get there eventually — just one round-trip slower.
“Requirements” tells the assistant you want the rule, not a course list. It pulls the answer from TXCPA’s knowledge base.
Two words can mean “show me courses” or “explain the rule.” Say requirements when you want the rule and courses or webcasts when you want a list.
Follow-ups work. “The second one,” “links to those,” “show that as a table,” “shorten that” — the assistant remembers what it just showed you.
The assistant searches what’s coming up; it can’t see your personal records or past events. Your CPE transcript in your account has your history.
Use the Words the Website Uses
The assistant searches TXCPA’s actual content, so matching our terminology gets sharper results. A quick translation guide:
| Instead of… | Try… |
|---|---|
| “CPE tracker,” “my CE log” | CPE transcript — that’s the official name for your credit record |
| “interest groups,” “sections” | committees — how TXCPA organizes member involvement |
| “membership fee,” “my bill” | dues or renewal |
| “online class,” “virtual seminar” | webcast or webinar for live online; on-demand or self-study for anytime |
| “local group,” “my area’s club” | chapter — TXCPA has 20 local chapters across Texas |
| “networking and volunteering stuff” | get involved or volunteer opportunities |
Five More Ways to Get a Great Answer
- Name the format you want. Say
webcast,in-person,on-demandorself-studyand the assistant filters to exactly that — even when a course title doesn’t mention it.Tax update webcastsbeatsonline tax stuff. - Add a ZIP for anything local. For in-person events, a ZIP code is gold:
CPE near 78701. Most TXCPA courses are online, so if nothing’s nearby, ask foronline courses instead— same topic, no driving. - It only sees what’s upcoming. Past events drop out of the calendar, so
conferences last Marchcomes up empty by design. For your own completed credits, check your CPE transcript in your member account. - Transform the answer instead of re-asking. Got a long answer? Say
show that as a table,shorten that, orjust the dates and prices. The assistant reformats what it already found — faster than starting over. - If it can’t find something, rephrase once — then ask us. An answer that starts “I couldn’t find…” means the topic isn’t in what the assistant can search. Try different words once; if it still comes up empty, contact member services — a real person will know.
Habits That Make Every AI Assistant Better
These aren’t TXCPA-specific — they’re how AI assistants work everywhere. But each one earns its place here because it fixes a pattern we see in real member conversations.
- Refine with different words — don’t repeat louder. If
CPE certificatefinds nothing, askingwhere is my CPE certificatewon’t either — it’s the same search in a longer sentence. Swap the key term instead:CPE transcript. New words open new results; rewording the same words doesn’t. - Say what you don’t want, too. Course lists can mix live and anytime options.
Live tax courses only — no on-demandorjust conferencesnarrows the list to what you’ll actually register for. Excluding is as useful as including. - Use the program’s current name. Programs and tools get renamed over the years, and the assistant searches today’s content. If a name you remember comes up empty, describe what the program does — “the peer review management system,” “the member discussion forum” — and the assistant can match it to the current name.
- Click through before you commit. Every answer links to the TXCPA page it came from — that’s by design. For anything you’d act on — a registration deadline, a price, a due date — open the link and confirm on the source page. The assistant summarizes; the page is official.
- Use the thumbs — it actually changes things. The thumbs up/down on each answer goes to TXCPA staff, who review the feedback and improve the assistant. Several of the tips on this page exist because members flagged answers that missed. Thirty seconds of feedback makes the next answer better for everyone.
Where the Assistant Hands Off to a Human
The assistant sticks to TXCPA’s own content on purpose — it won’t guess at things outside it. For these, it will point you to the right place instead:
State Board & IRS Rules
General Texas CPE requirements are covered in TXCPA’s knowledge base. But licensing specifics, reporting deadlines and tax law come from TSBPA, the IRS, FASB and AICPA — the assistant will name the right authority rather than guess.
Your Account
It can tell you how to renew, register or update your profile — but it can’t do it for you or see your personal records. Log in to your member account for those.
Past Events & History
The event calendar looks forward only. Completed CPE lives in your CPE transcript; past conference materials may be available from member services.
The Open Internet
Every answer comes from TXCPA’s courses, events, knowledge base and publications. That’s a feature — it means answers cite real TXCPA sources, not internet guesses.
Ready to Try It?
The assistant is in the corner of every page on tx.cpa. Start with something you actually need this week — a course, a deadline, a committee — and use a tip from this page.