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Tax

What are people actually using TaxGPT for - research or preparation review?

45:10From the June 16 call · Workpaper Automation, 7216 Questions, and Claude for Bookkeeping

One participant said they use TaxGPT for research, describing it as great for that purpose, but had not used it for return preparation review. Another participant said they were investigating using a tool like Blue J for review purposes - uploading source documents and the PDF tax return so the tool could flag obvious mistakes and surface planning opportunities - but noted that for this to be practical, they'd need to be comfortable uploading data unredacted (since redacting everything would be too burdensome) and would want to do it for every return, not selectively.

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