How do you actually get client tax data into Air Table for use in an AI-driven internal workflow tool - manual entry or automated scanning?

The member demonstrated an internally built practice management app where all backend data comes from Air Table, covering leads, clients, communications, bookkeeping status, and a 'financial 360' initial diagnostic. Within the tax section, the tool tracks return status by group (e.g., waiting on signature, e-filed, initial tax review) for every return. The app includes an 'initial AI tax review' feature that parses an uploaded tax return to identify year-over-year changes (e.g., W-2 changes) and flag workpaper issues automatically, rather than requiring fully manual entry.