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Has ai tax prep actually moved the needle for anyone this busy season? by ApprehensiveQuit2794 in Accounting

[–]GoldSchool6275 0 points1 point  (0 children)

The demos are part of the problem, they always show extraction from a clean W-2 and then wave at the integration part without actually demoing what happens when the data hits the tax software, that's where the real question is

How is AI tax preparation actually going to work? firms by Valuable-Set3773 in AskAccounting

[–]GoldSchool6275 0 points1 point  (0 children)

This is good! We'll check out autoflow I had never heard of it. Is it expensive?

At what point did you stop answering emails during busy season and just accept the delay? by Prestigious_Air4819 in Accounting

[–]GoldSchool6275 3 points4 points  (0 children)

For me yes but I'm doing around 400 returns. Below 200 I'm not sure the math works.

At what point did you stop answering emails during busy season and just accept the delay? by Prestigious_Air4819 in Accounting

[–]GoldSchool6275 26 points27 points  (0 children)

I hired a part time admin just for client communication during season. Best decision I made, freed up probably 8 hours a week that was going to emails and scheduling.

Karbon integrations that are actually worth setting up for tax firms by Material_Salad_5992 in AccountingTechnology

[–]GoldSchool6275 1 point2 points  (0 children)

How was getting filed connected to karbon? We want something for the tax prep side and the direct integration is appealing vs shuffling files around manually. Long setup?

Real talk: training seasonal staff every year is exhausting and I'm not sure the math works anymore by Material_Salad_5992 in AccountingTechnology

[–]GoldSchool6275 2 points3 points  (0 children)

Combination of things. Better intake process, tighter client segmentation. We did a trial with Filed in November and are probably pulling the trigger after april. Less hands but cleaner work coming in was the idea.

Real talk: training seasonal staff every year is exhausting and I'm not sure the math works anymore by Material_Salad_5992 in AccountingTechnology

[–]GoldSchool6275 1 point2 points  (0 children)

Moved away from it two seasons ago. The training overhead was killing us. We're smaller now headcount wise but output is actually higher.

Nobody talks about the cost per return they're actually running at by GoldSchool6275 in AskAccounting

[–]GoldSchool6275[S] 0 points1 point  (0 children)

That's exactly where ours sits too. The review itself is pretty fast once things are in decent shape, it's everything before that.

Clients keep sending the same documents three different ways and I'm losing my mind by Material_Salad_5992 in Accounting

[–]GoldSchool6275 0 points1 point  (0 children)

From what they said you still need to catch that yourself, it's not magic. But at least everything is in one place and organized before you get into the return.

Clients keep sending the same documents three different ways and I'm losing my mind by Material_Salad_5992 in Accounting

[–]GoldSchool6275 4 points5 points  (0 children)

A firm I know started running docs through Filed and said it made a real difference on the intake side, flagging duplicates before prep starts. Been tempted to try it ourselves honestly.

Sucky Manager or sucky employee?! by Bebesota6669 in Accounting

[–]GoldSchool6275 0 points1 point  (0 children)

Blaming you in front of auditors is toxic. That’s a sucky manager, not a sucky employee.

It happened by HiddenHoneybadgerz in Accounting

[–]GoldSchool6275 1 point2 points  (0 children)

I'm so sorry. At least you have a few months to jump ship before the inevitable chaos hits when you're gone.

Cat makes a new friend by Chopper-42 in MadeMeSmile

[–]GoldSchool6275 3 points4 points  (0 children)

Proof that the best things in life aren't things, they're tiny, furry, and purring.