Most tax pros have tried AI once, asked it a tax question, gotten a mediocre answer, and closed the tab.
That test was rigged from the start.
Asking AI a trivia question is like interviewing a new hire by asking them to recite the tax code. It tells you nothing about whether they can work. The preparers getting real value from AI never treat it like a search engine. They treat it like a coworker: someone you onboard, give context to, and hand actual jobs.
That shift is the whole game, and it is where our Friday sessions started.
Chat is not the tool. Agents are.
There are two ways to use AI, and most tax pros only know the first.
Chat is you asking questions and copying answers out. It is fine for quick lookups, and it is where the value stops for most people.
Agents are different. An agent gets a job, works with your context, and hands back finished work: a review of a return's red flags, a categorized spreadsheet, a drafted client email. You review and decide. It is the difference between asking a question and delegating a task, and delegation is the only version that gives you hours back.
The bridge between the two is context. An AI that knows nothing about your practice writes generic output. An AI that has been onboarded like a new team member writes output you can actually use. Every system we build on Fridays starts with that onboarding.
The first workflow the room built
The kickoff session ended with a working tool, not a theory: a due diligence reviewer for returns claiming EITC, CTC, AOTC, or Head of Household.
You describe the client situation in plain English, no names, no SSNs. The reviewer comes back with three things: the red flags an IRS examiner would pause on, the exact follow-up questions to ask the client today to satisfy the knowledge requirement, and a numbered list of the documents to keep for the three-year file. Blunt on purpose, because it assumes you will get audited.
That is one prompt. The room set it up during the session and had it checking returns the same afternoon. Everything AI writes about a return still gets your professional judgment before it touches a filing, and the reviewer is built to assume exactly that.
Where to start
The full kickoff session, the replay, and the prompt are free here. If you are new to the series, start with this one, because it sets up the language and frameworks every later session builds on.
And here is the honest difference between the replay and the room. Live attendees got their setup questions answered on the spot and left with the workflow running. The replay cannot answer questions about your office. Every Friday at 12pm ET we build the next system live, free, and you keep every prompt. Save your seat for this Friday.
