How can tax professionals use AI to improve the client experience without losing the human connection?

In this episode of Deduct This, Carrie Hammond and Lexi Bonicard sit down with Chase Vowell, CEO of Flux Accounting, to discuss how AI and technology are reshaping the way tax firms work with their clients.

Chase shares how his firm uses AI to identify and organize tax documents, support tax organizers and reduce friction throughout the client experience. He also explains why firms need to approach AI strategically, with clear guardrails, quality controls and a strong focus on security.

Together, they discuss how tax and accounting professionals can evaluate new technology, simplify their tech stacks, improve internal processes and introduce AI to clients in a thoughtful, transparent way.

In this episode, you'll learn about:

- Using AI to improve the tax client experience
- Applying AI to tax organizers and document collection
- Identifying, extracting and organizing tax documents
- Using quality controls to verify AI-generated work
- Understanding the current capabilities and limitations of AI
- Setting guardrails for AI in a tax practice
- Communicating with clients about AI and data security
- Reducing friction in the tax preparation process
- Choosing the right technology for your firm
- Integrating tax software, accounting platforms and practice management tools
- Simplifying complex software and API relationships
- Creating repeatable workflows and processes
- Helping staff adopt consistent ways of working
- Finding a low-friction way to begin using AI
- Building a more personalized and sustainable accounting practice

Whether you're a CPA, tax professional, accountant, firm owner or accounting leader, this conversation offers practical ideas for using AI and technology to improve efficiency, strengthen client relationships and build a better way of working.

Chase Vowell LinkedIn: https://www.linkedin.com/in/chase-vowell/

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