What is Claude's 'sweet spot' for use in a small tax prep firm doing 1040s, and what are its limits?

A member from a small firm (just 1040s and small businesses) described using Claude as a replacement for manually keying client tax data into Excel, cross-checking it against CCH Access output. Claude works well when clients provide clean forms like 1098s, but gets confused when clients write handwritten notes on documents (e.g., writing their own property tax payment amounts on a county year-end statement instead of following the printed schedule) or when scans are low quality with illegible handwriting. The firm keeps a parallel Excel tracking sheet specifically because CCH Access conglomerates all W2 income together, and they want each individual W2 accounted for separately -- so Claude is used to populate Excel, which is then checked against CCH Access by a preparer during review. The member is still learning where Claude performs reliably (forms) versus poorly (unstructured handwritten input) as a small, three-person shop just getting started with the tool.