Tax
What does an AI-assisted 1040 review workflow look like using Air Table and Claude/Opus?
1:09:00From the June 17 call · Claude Skills, Model Selection, and Custom Client Dashboards
One firm's workflow: client documents go into Air Table (fed from a broader system), which feeds into a 'tax board.' Within Air Table, a prompt is created as a cell that calls out to AI models (Opus, GPT-5) to review the return and produce a breakdown of what it's looking at. Separately, another member has set up cloud co-work with roughly nine 'skills' configured to review 1040s, which they say is outperforming any individual human reviewer. They also briefly tested a tool called Fable for a couple of days (one weekend) alongside Opus 4.8 with notable results.
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