Administrative tasks are necessary but time consuming and error prone aspects of tax preparation. Automating these tasks not only saves valuable time and reduces errors, it frees accountants to focus on high value advisory services.
Automating Tax Intake
Use Secure Client Portals
Instead of email or paper submissions, adopt digital portals like SmartVault to allow clients to upload documents securely and avoid misplaced files.
Automate Document Checklists
AI driven tools can generate customized checklists based on prior year filings, ensuring preparers have all required documents before starting the return process.
Integrate Key Systems
Use automation platforms like Zapier to connect client portals with tax software, so uploaded documents are automatically categorized and stored correctly.
Establishing a Centralized Data Hub
A structured document hub stores all client records in one place. Cloud based platforms integrate with tax software so data flows smoothly. Juno Preparer + SmartVault syncs uploads automatically, and AI categorizes and validates them in real time.
Automating Administrative Tasks
One of AI’s greatest advantages is eliminating repetitive work, including:
- Generating source document checklists based on prior year returns
- Automating work paper preparation
- Extracting data with OCR from W2s, 1099s and K1s
Improving Client Communication and Onboarding
Digital intake forms, automated reminders and secure portals keep clients informed with fewer follow ups. Juno Preparer auto generates document requests, sends reminders and updates status in real time.
Implementing AI Driven Data Entry in Tax Prep
AI powered OCR and machine learning extract data accurately from forms, reducing manual entry errors and saving time. Accuracy benchmarks often exceed 99 percent recall on real returns.
Best Practices
- Pilot tools with a subset of clients before full rollout
- Train staff on AI workflows and human oversight
- Continuously audit outputs to ensure accuracy