I’m a small boutique firm now so looking for a read on what other firms are doing in terms of AI tax prep. I’m looking hard at taxgpt for tax prep into CCH Axcess tax. Are any your firms using this? Other similar approaches?

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Interesting! How did you make the transition from human being to boutique firm? Was there a lot of paperwork involved? How did your body handle it?

funny

Pretty sure the transition from human being happened much earlier through my progression in my public accounting career. This adjustment has been much better. Yes I definitely felt the adjustment in my body and am now starting to get closer to resembling a human being.

We have been looking at Juno and Black Ore. We are going through an IT transition so decisions won’t be made for a couple of months. I am hoping to see some growth first but both look strong to get returns like 85% of the ones we do.

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You should also check out Jason Staats. He has app recommendations and the reasons why. It leans very solo practitioner but provides a ton of great info and platforms you probably didn’t know about.

helpful

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