Practice mgmt
Why does it matter whether AI-assisted work is labeled as reviewed by a specific tax practitioner?
39:03From the May 20 call · OpenAccountants Skills, MCP Servers for QBO, and Token Strategy
One member noted they explicitly state that the AI output is 'not reviewed by a tax practitioner' in their materials, and stressed this is key so that anyone using the tool knows whether it has been reviewed by a specific practitioner or not. They also noted it's up to each firm whether to mention their firm name, and that this can create a marketing opportunity if Claude starts referencing the firm.
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