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We Found Where 40% of a Tax Firm’s Time Was Going (And How to Get It Back)

We Found Where 40% of a Tax Firm’s Time Was Going (And How to Get It Back)

Case Studies

Last month, we walked into a tax preparation office expecting to deliver a training session on AI and automation. Two hours later, we’d mapped their complete 13-step client intake process and discovered something remarkable: opportunities to reduce phone call...

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