u/ToyStoryBoy6994

We are a firm of only 5 employees (2 reviewers and 3 preparers) with about 850 mostly complex tax returns with multiple K-1s.

We currently have CCH Axcess and use Document and Portal. Which tools have you added that you found the most useful? I see a lot of people talk about TaxDome but it seems like it’s more work than it’s worth to set up since most of our clients already hate using the portal to begin with.

I also use Claude a decent amount to do one off tasks