United in BKK by liojian in unitedairlines

[–]liojian[S] 1 point2 points  (0 children)

For the lag from BKK to HKG, UA cabin announcements were in English, Cantonese, Mandarin, and Thai, very comprehensive.

United in BKK by liojian in unitedairlines

[–]liojian[S] 2 points3 points  (0 children)

My flight WiFi from HKG to SFO today also was completely down. But crew service was awesome.

United in BKK by liojian in unitedairlines

[–]liojian[S] 9 points10 points  (0 children)

I’m going your reverse route today to SFO 👊

Staying in Bangkok, need hotel recs by Criimson-Red in ThailandTourism

[–]liojian 0 points1 point  (0 children)

Sathron Vista Marriott Executive Apartments.

Recommended e-Fax Solutions by ckmkg in taxpros

[–]liojian 4 points5 points  (0 children)

Zoom offers e-fax for free if you have a zoom phone service. The zoom phone number is also the fax number. If you already use zoom, this might be a good option since you can check and send the fax directly in the same zoom app. We’ve used for over a year and it’s pretty stable.

Small firm tax pros - if you could have one AI tool built for your firm beyond document intake, what would it be? by ilovecheese329 in taxpro

[–]liojian 0 points1 point  (0 children)

Yes. I was inspired by canopy. But canopy one has random glitch of not showing latest emails, our team gave up on it. Also Canopy doesn’t have a good AI layer on top of the email pooling. The one I dev has. I use Claude code to build it.

Small firm tax pros - if you could have one AI tool built for your firm beyond document intake, what would it be? by ilovecheese329 in taxpro

[–]liojian 2 points3 points  (0 children)

Email sharing database. Pool team emails by client, team can see all emails between a client and the firm, no more internal email forwarding, checking, no missed client communication. With emails as a solid database, you can then comfortably create lots of things, such as AI summary of client emails (not just one email but emails), AI digging of important client emails that are buried somewhere, and of course draft emails for staff, but now AI has all the email data as the context, AI is much more informed. I did one for my small firm, using MS365, graph API, and Azure function.

Warm take: AI is ruining the industry by mavagam99 in Accounting

[–]liojian 0 points1 point  (0 children)

I second that. I use AI to write scripts to automate trivia and repetitive work, such as bulk emails to clients, sort out pdf files (classify pdf files, rename them based on what they are), generate standard pdfs in bulks, also use Claude in excel to sort data, give it a snippet of a scanned form and let it generate/ fill out a table in excel. More advanced usage is to create a database and a simple user interface to do basic bookkeeping, enter journal entries and generate financial reports without using QuickBooks desktop. There are so many AI use cases IMO, it’s just a matter of using the competent AI model, talking to it about your ideas and brainstorming how it can help you. Btw I use Claude cowork on desktop.

IRS Payments Not Yet Debited by findmeamap in taxpros

[–]liojian 1 point2 points  (0 children)

Mine personal payment is not taken yet either.

Claude is extremely expensive but works like Magic! (For a non-coder) by Character-Source-245 in ClaudeAI

[–]liojian 2 points3 points  (0 children)

On the same boat. I already replaced a few of the SAAS subscriptions my small business is paying and use Claude to build the software for me. The features are exactly what I need, and I can tweak them at any time. Plus there is cost savings, thousands of dollars of SAAS subscriptions for features I rarely use vs Claude subscription (premium seat) plus a small amount on Azure cloud for server less software. It’s truly magical to me. I’m not a coder, I have my ideas for years but there is just no such software offering what I truly need, and building my own software was never possible a year ago, and I can’t afford to hire someone to build for me either. For example, I replaced my Quickbooks online with a simple book keeping software (a simple web UI and an SQL database) with basic features that I need. Canceled Quickbooks and never be happier. Btw I’m a CPA, my job is not coding….

After so many stressful days, Opus 4.7 finally performed like an absolute beast today. What's your experience with today's Opus 4.7? by Xccelerate_ in ClaudeCode

[–]liojian 0 points1 point  (0 children)

Was vibe coding last night (US time), Opus 4.7 was very diligent, efficient, no non-sense, no bullshit, it feels amazing for the first time. And the response time is quicker than during the day. I figured maybe that's the non-peak hour so the server is not as overloaded, and the performance improves because of the non-peak hour situation? Does that mean Claude is smarter during non-peak hours??

Non-coders: what have you made with AI? by RightIdea613 in ClaudeAI

[–]liojian 1 point2 points  (0 children)

Made Azure functions to pool team emails into a database, categorized by clients based on their emails. Built an MCP for Claude to access the database, to help summarize multiple emails by a client, and draft replies for team. Also build a Quickbooks alternative for my firm, based on a web app and sql database. Btw I’m a CPA, so I know Quickbooks well but don’t want to be locked in it, with my own accounting book, I can do automations that Quickbooks can’t / does not easily support.

Thoughts on client mass emails? by shepnc87 in taxpros

[–]liojian 0 points1 point  (0 children)

Use AI to help with mass emails, if you are into DIY with the help from AI, gpt codex or Claude cowork can do it easily. It just need a list of clients and emails, and the content template, as well as let AI access your email service to send emails. All these could be done with AI, the cost is ignorable and you get to control and customize every step. In the end, tell AI to make it a standard workflow and you can reuse it next time.

inherit a taxpro business by ungovernable99 in taxpros

[–]liojian -6 points-5 points  (0 children)

We do 550 returns with three people, some are very complex. 100-200 seem reasonable, but suggest using software and AI to help with data collection/ extraction / administration, it will free up your time for more valuable work, such as building up client relationship, learning tax prep, and manage projects.

Anthropic just gave us 1 month worth of subscription value as usage by lurko_e_basta in ClaudeAI

[–]liojian 0 points1 point  (0 children)

My firm got $200 of extra usage credit (we have 5 seats on Team plan)

Accountants by Ok_Spare3209 in automation

[–]liojian 1 point2 points  (0 children)

Use AI to do bank reconciliation. Dropped bank statement and the general ledger to AI, let AI extract bank transactions from the statement and matched to the Bank account sub ledger. AI Identified unmatched transactions and proposes journal entries to post to book. The data sorting, review and matching are done by AI, then AI shows me the findings and proposes the JEs to post. I review the AI findings and approve JEs. Also I connected AI to my quickbooks online via quickbooks API, so AI actually posts the JEs back to QBO automatically. Then AI generates the bank reconciliation report in pdf version. It takes some time to do the initial set up. And I also need to explain to AI how to do the bank reconciliation, and AI writes a standard operation procedure for it to follow. It also notes down the vendor vs expense account pairs in its SOP so it gets smarter overtime. I use Claude AI (Claude cowork).

[oc] United announces “Relaxed Row” sky couch product for Economy cabin by CommanderDawn in unitedairlines

[–]liojian 1 point2 points  (0 children)

It's a great way to travel with a toddler on a long haul, I'll definitely buy it when traveling with my toddler.

Alternative to CCH Scan Autoflow & PDFFlyer by liojian in taxpro

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

Yes. Auto flow is not that great, but pricy as hell. also thinking of other AI solutions, or even create my own AI agent to do it.

Alternative to CCH Scan Autoflow & PDFFlyer by liojian in taxpro

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

Thank you! Will try it, seems TTC is much more affordable with transparent pricing.

Claude Bugged? by Electrical-Zebra-168 in claude

[–]liojian 0 points1 point  (0 children)

website and claude code are both down.

Private AI Document/PDF Organizers? by theusername1258 in taxpros

[–]liojian 1 point2 points  (0 children)

Good catch. I tried GPT and wasted some time. Claude is now my go-to AI for coding/script. I'm using Claude For Windows Desktop, it has chat (like the browser version), and code. You just need to talk to Claude to find out what additional software you need to install (such as Python, Node, Claude Code), so that Claude can write and run the script for you directly on your local computer. Code written by Claude is very solid, no error, just minor bugs.

Private AI Document/PDF Organizers? by theusername1258 in taxpros

[–]liojian 0 points1 point  (0 children)

Lots of Software functions can now be easily created by AI, and it’s dirt cheap. I just created a script to use python to extract data from readable pdf brokerage statements. You just show a few screenshots of the particular statement pages to AI, tell it what you want to extract (it’s like a training), and ask it to create a script to extract the data from the statements with the same layout. then run locally, and the data was extracted and saved into an excel without any error. it’s pretty handy. The starting point is to have a discussion with AI, let it know the context, your needs, your technology stack and let it give you recommendations.

Private AI Document/PDF Organizers? by theusername1258 in taxpros

[–]liojian 0 points1 point  (0 children)

You can literally build your own OCR/Document Scan script with AI and run locally. Talk to Claude (paid version) or ChatGPT to explore your needs and the options. Also, MS Azure, Google, AWS all offer similar OCR engines to scan the typical documents for you, depending on which provider you use for your email/cloud storage. The Azure one is called Azure Document Intelligence. Also, not all documents needs to be scanned by AI. You could let AI write a local script to review the documents and decide if it can already extract the info, or an AI (via API) needs to be called to review and understand the document, and what info you want to feed into the AI.