GM, !
Last week my senior associate asked when I brought on the new prep team. Returns were moving fast. No bottlenecks. No one drowning in documents.
I didn't hire anyone.
For years, returns meant hours of manual entry. Sorting W-2s. Chasing 1099s. Re-keying data someone already typed somewhere else. That's not prep. That's punishment.
So I switched to TXF Intelligence. The AI sorts the documents. Pulls the data. Flags what's missing. Returns come back review-ready in about five minutes.
My team thinks I'm a genius. I'm not.
1. ā” airSlate automates document assembly, data pre-filling, and secure eSignatures, eliminating manual data entry and the client-chasing grind to save billable hours.
2. š¤ Softr builds secure, no-code client portals and live dashboards to automate client document collection, eliminating version chaos and freeing capacity for advisory.
3. ā” MeetGeek records, transcribes, and summarizes meetings, allowing accountants to track client discussions and action items accurately, improving client communication and follow-up efficiency.
4. ā” ExcelMaster.ai generates precise formulas, VBA scripts, and Python models using AI so your firm automates complex spreadsheet tasks, reduces errors, and boosts productivity.
5. š§¾ Tailride automates collection and processing of client invoices and receipts so your firm eliminates manual entry, improves accuracy and boosts margin per client.
6. š Coupler.io automates data imports from 380+ apps for financial reporting so your firm consolidates live data, reduces manual exports, and improves reporting accuracy.
Toggl is the time tracker that achieves 100% user adoption in your team. Time tracking is a chore, which is why we built Toggl Track differently. Try it for free and see the difference!