Karl
Level 8
Level 8

I've heard of it, but haven't used it. I'm wary of the claim "Foolproof" on their website. The old adage applies: make something foolproof and they'll just invent a better fool. 😜

It will always come down to clients paying attention and reading. Even going off of the prior year returns, clients will still answer prompts wrong (did you change jobs, is there a 1099-DIV/B from this account this year, etc.). Garbage in, garbage out.

I think it could be a useful tool, but just be wary of it overpromising.

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