Practice mgmt Open question — ALFA is working on this
Could AI tools like Blue J and Juno eventually replace the data-entry and review roles in a tax practice?
47:36From the June 12 call · PDF Redaction, 7216 Concerns, and Evaluating Blue J for Tax Review
One member speculated that if Blue J's review capability proves strong enough, it could replace the staff role that currently just checks data-entry accuracy (since that role isn't doing broader review, only checking correct entry). They also noted that if tax software vendors (UltraTax currently does not) allow API connections, the data-entry function itself could eventually be handled by a tool like Juno instead of a person — especially since finding part-time seasonal staff is difficult, and if a current data-entry employee left, the firm would likely replace her with Juno rather than hiring a new person.
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