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Tax

How do you keep an AI knowledge library or project updated as tax laws change?

41:54From the June 2 call · Beginner Lab: Claude Basics, Custom GPTs, and Practice Wins

One approach discussed: periodically log in and update a master library file with new information, CPE presentations, and things you find yourself recommending, then feed that into a project. Another suggestion was to ask the AI to scrape the master file for anything no longer relevant and propose changes, especially after a major law change like the 'one big beautiful bill.' One member admitted most of this updating was done ad hoc rather than fully systematized, and said pointing the AI to IRS.gov and specific IRS publications was also used to keep the library current within a Claude project.

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