Tax prep client data collection
Annual organizer pre-fill from prior year, smart questionnaire flow, document chase, missing-info nudges.
smb
prof-services
operations
accounting
Monthly Active Users
5,000
default for smb
Calls per User / Month
0.6
Token Shape (in/out)
800 / 300
Setup Complexity
high
~35 hours
Suggested capabilities
inference
retrieval
agentic
multimodal
evaluation
Integration
Complexity
high
Setup hours
35 hrs
Glue cost / month
$35
Common systems
Drake
Lacerte
ProConnect
TaxDome
Karbon
Production hints
Compliance flags
HITL
Audit retention
84 months
PII intensity
high
Default review rate
40%