All answers
Tax

Can AI tell you exactly where to enter data into your tax prep software (like Lacerte) based on a source document?

39:25From the June 11 call · Scrubbing Tax Returns, Penalty Playbooks, and Claude Skills

One member demonstrated uploading a tax form into an AI tool, which recognized that the firm uses Lacerte and told them exactly where to input the data within the software, down to identifying a missed checkbox. The member noted this means you could potentially switch to a cheaper tax software (they had been using Ultratax, calling it the most expensive option) without the usual learning curve, since the AI can guide you on where to put things regardless of platform. They still planned to verify it against their own checklist rather than rely on it blindly.

The full answer is members-only

Membership gets you this answer, the recording, and the rest of the library.

See membership

Already a member? Sign in