AI playbooks for Accountants

You're staring at a client question about whether that $50,000 non-compete payment their S-Corp made is deductible or needs to be amortized. You know it's somewhere in Section 197, but the regulations are 40 pages long. An hour later, you've found your answer—but you've got three more research quest

Your client sent over their QuickBooks last week. You spent four hours pulling reports, building a spreadsheet, and analyzing trends. Then you sent them a 12-page PDF with 47 charts. They replied "thanks" and never mentioned it again.

It's February 15th. Tax season is in full swing. A client calls: "I know we agreed on my 1040, but can you also handle my son's return? And I started a small LLC last year—can you do that too?" You say yes, because that's what you do. Two months later, when you send the bill for the additional work,

It's February 15th. Your inbox has 47 unread client emails. Half of them say some variation of "When will my return be done?" Another quarter are missing document reminders you've already sent twice. You're spending 3 hours a day on email instead of on actual returns—during the busiest season of the

You're reviewing a client's general ledger for the audit. 50,000 transactions. You pull a sample of 200—standard statistical sampling. You test those 200. Everything looks fine. You sign off.