The communication crunch
During tax season, accountants spend a surprising amount of time chasing documents, answering the same questions, and sending status updates. Every hour spent on those messages is an hour not spent on actual tax work.
Prepare before the rush
In the weeks before tax season, use AI to draft everything you'll need again and again:
- Engagement reminders and organizer instructions
- Document request checklists by client type
- Reminders for missing documents
- Status update messages
- Extension explanations
- Filing confirmation messages
Explain without advising
AI can help write plain-language explanations of general topics, such as what certain tax forms are or why some documents arrive late. Keep these general and review them for accuracy, since tax rules change and AI may be out of date.
Protect client information
Never paste client tax documents, Social Security numbers, or financial details into public AI tools. Use AI only for general wording, and handle client data inside secure systems built for that purpose.
Handle common questions
Build a library of answers to frequent questions, such as how long a return takes, how to upload documents securely, and what an extension means. Staff can respond consistently and quickly.
After the season
When tax season ends, use AI to help you review what worked and what didn't. Ask it to organize team feedback into a list of improvements for next year, so each season runs a little more smoothly than the last.
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