Guides
Practical, sourced guides for EAs and small CPA firms using AI. Every claim links to its source.
ChatGPT & Claude for Tax Preparers: Safe Workflows (2026)
How small tax practices use ChatGPT and Claude safely: workflows, prompts, and data-security rules.
AI Tax Return Review Software (2026): Options (2026)
AI tools that review tax returns against source documents: what exists, what practitioners report, and how to test them.
AI for 1040 Prep at a Small Firm (2026 Guide)
How small tax practices can use AI for 1040 preparation: tool options, pricing models, trials, and a safe pilot plan.
IRC 7216, Pub 4557, and AI Tax Tools (2026 Checklist)
What small tax practices should settle before client return data touches AI: IRC 7216 consent, Pub 4557 / WISP, and a practical checklist.
IRC 7216 Consent for AI Tools: A Preparer's Guide
When sending client return data to an AI tool counts as a 7216 disclosure, what a valid consent needs, and the penalties. Sourced to the Code and regs.
WISP for Tax Preparers: Requirements and AI Tools
What a Written Information Security Plan must cover under the FTC Safeguards Rule and IRS Pub 5708, and how to add AI tools to it.
Is ChatGPT Safe for Client Tax Data? (2026)
When tax preparers can use ChatGPT or Claude with client information, what 7216 and the Safeguards Rule require, and safer setups.
ChatGPT vs Claude vs CoCounsel for Tax Research
How general assistants compare with CoCounsel Tax and Blue J for tax research: price, citations, limits and data safety, sourced.
AI for Tax Season Capacity: Options for Small Firms
How small firms add 1040 capacity with AI prep, overflow services, intake automation and review tools, with sourced per-return prices.
The Friday Prep Brief
One email a week: new AI tax tools, pricing changes, and what practitioners report. Five minutes, no hype.