▲ 1 r/Accountant
What's a fair way to test ai tax software on real client docs before rolling it out?
Every vendor demo is one clean digital simple document sets, without. The real life is a client who phone-photographed a wrinkled W-2 on their kitchen counter, a brokerage statement with 400 transactions, and a K-1 the partnership accountant clearly typed up in Word. What does an actual fair test of this stuff look like? How many returns, what document mix, what success metric before going firm-wide and regretting it in March?
u/BuffaloDowntown8311 — 7 days ago