Leo Liu
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Organizer - Allow users to Add or Remove a spouse due to the change in client's filing status for current year
I tried and can't find a way to add or remove a spouse from SS Organizer manually. Our client divorced in 2023 and filed the2023 tax return as a married couple for the last time. The 2024 organiz...
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Answered
SafeSend insights to client returns
This is just a general idea; since SafeSend handles client tax returns, could you develop an AI model to read the client tax returns and answer user questions and queries about clients' tax positio...
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Answered
SafeSend returns ---> AI intelligence of client return data
Since SafeSend returns have all the client's tax returns, can SafeSend develop an AI tool to read the returns, collect the tax return data, and compile them into a big database? Users could run qu...