Tax Professionals Are Making a Huge Mistake With AI

You've reached a point where you need some help preparing returns. Hopefully we all get there at some point. Your options are to hire a tax preparer / data entry person, utilize the OCR options that have been around for over a decade (Gruntworx, etc), or try out the new ai options (Filed, Sweet, Juno). What do you?Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.