A developer created an autonomous accounting agent to automate their own tax preparation, demonstrating practical application of agentic AI to tax workflows.
Continue reading
Webinar on applying AI to tax audit workflows, featuring tools built by AICA faculty member Sumit Bhayani for the chartered accountant community to reduce time-consuming tasks.
Sam Leon, founder of The Millennial CPA, shares how Claude projects automate document processing and workpaper generation, reducing tax prep time 5x while revealing review as the persistent bottlen...
CRC Pará accounting forum explores how AI and automation can enhance accounting services during Brazil's tax reform, with a 25-year accounting entrepreneur sharing real-world experience deploying r...
Sam Leon demonstrates using Claude Cowork to accelerate tax return preparation by 5x, showing practical AI-assisted workflow for tax professionals.
Drake SmartExtract automates data extraction from tax documents in Drake Tax Online, reducing manual entry for tax professionals via AI.