Automatable

A task performed by Tax Preparers

Answer questions and provide future tax planning to clients.

Green LightWorkers want it · AI can do it

Likely yes, and the people who do it want it gone. Workers rate their desire to automate this 3.71/5, and experts rate current AI capability at 3.5/5. That puts it in the Automation Green Light zone.

Worker desire to automate3.7/5

How much the people who do this task want AI to take it over (avg of 7 workers).

AI capability today3.5/5

How capable experts rate current AI at this task (avg of 2 experts).

How much human involvement should stay?

The Human Agency Scale (H1–H5) captures how much human direction workers think this task should keep.

H3Equal human–AI partnership

Why workers want this automated

  • Helps handle larger scale43%
  • It's stressful29%
  • Frees up time for higher-value work14%
  • Reduces human error14%
  • It's difficult14%

How to automate this

Good news: this is a strong candidate to automate now.

Creative & strategic work

Hard to fully automate. Use AI as a fast first draft, not the final word.

  1. 1Use AI to generate options and rough drafts, then shape them yourself.
  2. 2Keep templates and swipe files so you start faster.
  3. 3Automate the production steps around the creative core, not the core itself.

Tools that can help

AI assistantTemplate libraryAsset tools

Know a better way, or spot an error?

Share how you automate this in real life, or correct the data. Reviewed before publishing.

This is 1 of 9 tasks studied for Tax Preparers, where workers want 89% of tasks automated.

Other Green Light tasks