Accounting firm
Smith CPA Group
10 to 15 minutes saved on every tax return with AI document checks
The story
Smith CPA Group is a boutique firm in Fishers, Indiana, with two core preparers and about 500 returns a year. AI compares each client's documents with the prior-year return and flags gaps, such as a missing W-2, before prep starts. The source reports 10 to 15 minutes saved per return on document prep.
What this means for you
Minutes per file add up fast at volume. Look for the step your team repeats on every client.
Source: Filed (vendor case study). Reported by Filed (vendor case study); not an ACQ WORKS engagement.
