Live roundtable · Free · One hour

Everyone's talking about AI in tax prep.
Almost nobody says where it actually plugs in.

Juno, Black Ore, Magnetic, Paloma, Stanford Tax, Soraban, Drake SmartExtract. Software that reads a client's source documents and either builds the workpapers or fills in the return. I'm getting a small group of tax pros together to compare how we've each set it up and how it's going.

Save my seat See the questions
Date
Tuesday, October 20th
Time
12:00 to 1:00 PM ET
Where
Google Meet
Cost
Free

Register and I'll email you the Google Meet link. No vendors in the room, no slides, no pitch. Come whether you've already implemented something or you're still deciding. Hosted by Yehuda Tenenbaum, EA.

Register below
Register · Tuesday, October 20th · 12 to 1 PM ET

Save your seat

Takes about a minute, and I'll email you the Google Meet link and a calendar invite before the call. The software questions are how I build a question list that fits the people actually in the room.

AI tax prep: which have you used, piloted, or are you evaluating?*

Software that reads a client's source documents and puts the data into the return. Check everything that applies, including anything you tried and dropped.

Workpapers or organizer optional

Reads the same documents but builds the workpapers or organizer instead of writing into the return. Useful context, not required.

What we'll talk about

  1. Which tool did you land on, and what else did you try?
  2. What step did it replace, and who used to do it?
  3. Where does the output actually land?
  4. Who reviews it, and how much?
  5. Where did it break, and what did you turn off?
  6. Do your clients know, and how do you handle consent?
  7. What changed in real numbers?
  8. What's still manual, and would you buy it again?
Yehuda Tenenbaum, EA, founder of Y10 Tax Solutions
Who's hosting

A practicing EA asking the questions he wants answered himself.

I'm Yehuda Tenenbaum, EA and founder of Y10 Tax Solutions. I run my entire practice on TaxDome and I built every pipeline, template, and automation in it myself. I also spend a lot of my week helping other firms untangle their software, which means I hear the same unanswered question over and over: where does the AI piece actually go?

  • Enrolled Agent (EA), licensed to represent taxpayers before the IRS
  • TaxDome Certified Advisor, completed TaxDome's official Academy certification
  • Founder of Y10 Tax Solutions, my entire practice runs on TaxDome
  • TaxDome beta tester, working with new features before they ship
  • Practitioner perspective, every answer grounded in running a real firm
FAQ

Common questions

Anything not covered here? Email me at yehuda@y10tax.com before you register.

Neither. No slides, no screen share, nobody selling anything. I ask the questions, everyone answers, and we compare what is actually running in our firms.
No. The room is more useful with a mix: people who've implemented something, people mid-rollout, and people still deciding. If you're only evaluating, come with your questions. Half the value of the hour is hearing what the people ahead of you wish they'd asked.
Nothing, and there's no pitch at the end. I run a consulting practice and you can find it on this site if you want it, but that's not what the hour is for.
Yes, have them register separately so I have their stack too.
If you've implemented something, show up with one tool, the step it replaced, and one thing that went wrong. If you're still evaluating, show up with the question you most want answered.