A task performed by Tax Preparers
Answer questions and provide future tax planning to clients.
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.
Do you want this task automated?
How much the people who do this task want AI to take it over (avg of 7 workers).
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.
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.
- 1Use AI to generate options and rough drafts when you answer questions and provide future tax planning to clients, then shape them yourself.
- 2Keep templates and swipe files so you start faster.
- 3Automate the production steps around the creative core, not the core itself.
Tools that can help
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.
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