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Automation & MCP

Is anyone using AI/scripts to automate the tax workpaper process on Google Workspace/TaxDome?

52:56From the May 13 call · Launching the Group: PII, Custom Models, and Scripting vs LLMs

A member mentioned speaking with a TaxDome setup consultant (Jessica Smith) who uses Gemini scripts to automate her workpaper process — pulling from a master client list in Google, auto-generating workpapers, pushing relevant info back into TaxDome, and automating estimated/federal payment reminders. The member plans to make automating their own workpaper process (using Google Workspace) their big summer project and invited other solo/small firm owners to connect and collaborate on it.

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