What still has too much manual follow-up in your tax workflow today?
I’m trying to understand where manual follow-up is still consuming the most time for firms during tax season.
For teams working inside the Intuit ecosystem today, what still requires too much human chasing?
Examples:
- requesting missing client documents
- following up on unanswered client questions
- keeping status visible across the team
- making sure client responses stay tied to the right return, issue, or transaction
I’m less interested in broad “AI for accounting” ideas and more interested in the actual point where operational drag starts.
If you’ve found a better way to handle one of these, I’d be interested in what changed most:
Would appreciate practical examples from firms that have improved this.
