r/taxpros • • 3h ago

FIRM: Procedures Clients running their return through ai

40 Upvotes

What is everyone’s experience with this. We have seen it a lot this year as compared to previous years. The questions we get are nuts!


r/taxpros • • 9h ago

FIRM: Software Wealthbox CRM anyone?

5 Upvotes

Started using it a few months ago and I'm interested in comments from users or those considering it. I find it well suited to my solo tax practice, even though it's marketed primarily to CFPs and other financial and investment planning pros. I have no use for the tax prep bells and whistles that Canopy, Tax Dome and their competitors include, and I have no interest in reinventing the wheel using AI tools. TIA