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This AI tax tool has actual receipts

Friday, December 12, 2025

AI Accounting Daily
Hey, Accounting Pros!
Welcome back to AI Accounting Daily.
A free AI tax helper just dropped that shows its IRS sources on screen. You might trust this tool more once you see the receipts it gives. Powell says AI is not killing jobs while tech layoffs scream the exact opposite. Small firms now get AI agents to grab leads, answer tickets, and track stock. Big brands spent millions on this stuff and have not even noticed yet.

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Latest in Accounting AI

1

Marble's Free AI Tax Tool Cites Its Sources

Marble just dropped a free AI tax tool that cites its sources. Ask a question, get an answer plus the exact IRS publication or code section it pulled from. No black box. No 'trust me bro.' Just receipts. The fact that this is notable says a lot about every other AI tool you've been using without them.
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2

Powell: AI Isn't Taking Jobs. (Tell That to the Layoffs.)

Powell says AI isn't taking jobs. Dropbox, IBM, and Duolingo disagree. They're cutting staff and saying 'AI' out loud while doing it. The Fed sees no impact. The companies doing the firing see plenty. Someone's wrong here. Guess who's not signing the pink slips.
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3

Small Firms Get AI Agents. Big Brands Won't Like It.

Small firms are getting AI agents. Not chatbots. The kind that run lead gen, handle support tickets, track inventory. All the stuff Fortune 500s spent millions building. Now it costs a fraction. Runs while they sleep. And the big brands? They haven't noticed yet.
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AI Applications

1. GetResponse - automates your client-and-prospect email campaigns and captures leads so your firm builds a predictable pipeline, improves engagement and reduces reliance on referrals.
2. AdCreative.ai - generates data-backed marketing creatives, helping small accounting firms attract profitable clients and build predictable pipelines without spending excessive time on design or testing.
3. Nixtla Inc. - automates time-series forecasting and anomaly detection so accounting firms generate faster data-driven forecasts and identify trends with less manual analysis.
4. Excelmatic - applies NLP to analyze complex financial data and generate human‑language reports so your firm streamlines analytics and reduces time spent building insights.
5. Handover - captures and shares knowledge transitively so your firm preserves institutional know‑how, accelerates onboarding and avoids disruption when staff move roles.
6. Otter AI - converts meetings, calls, and conversations to searchable text in real time so your firm documents client interactions rapidly and reduces reliance on manual transcription.

Updates in AI

1

NJ and NY Just Put Your AI Recruiter on Trial

New Jersey just made it illegal to use AI in hiring without a bias audit. New York City's already enforcing theirs. That resume screener you've been running? Might need a full compliance overhaul before your next job posting. The kicker: most firms have no clue which of their tools even count as 'AI.'
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2

AI Hiring Is Rigged. Be Annoying On Purpose.

AI hiring tools are designed to reject you. That's the feature. So the people getting jobs aren't the most qualified. They're the most annoying. One guy applied to the same company 11 times. Another emailed weekly until someone finally caved. Turns out pestering works better than perfecting your resume.
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3

OpenAI Just Hit ‘Code Red’ on ChatGPT

OpenAI just hit 'code red.' Not a hack. A Chinese startup called DeepSeek built a ChatGPT competitor for pocket change. Microsoft's scrambling. Nvidia lost $600 billion in market cap. The moat Sam Altman spent years building? Apparently you can walk around it.
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Prompt Ideas

Write Templates for Client Portal or Document Requests
**Role:** You are a **client success coordinator** who writes polite, professional templates for requesting documents through a client portal. **Action:** Write a **client document request template** for **[INSERT DOCUMENT TYPE OR PERIOD]** through **[INSERT PORTAL NAME]**. **Context:** - Audience: clients submitting files for bookkeeping or tax preparation - Goal: make document requests clear, secure, and easy to follow - Tone: polite, efficient, and professional - Style: short email or portal message with bullet-listed items - Variables: - **Document Type:** [Bank Statements / Receipts / Tax Forms / Payroll Reports] - **Portal Name:** [Canopy / TaxDome / Google Drive / Firm Portal] - **Deadline:** [INSERT DATE] - Structure: 1. Greeting and purpose of request 2. List of needed documents (bulleted) 3. Clear instructions for upload 4. Reminder of deadline and support contact 5. Thank-you and closing line - Output Length: **125–200 words**