AI Tax Innovation and Operations Lead
Rachel DiFuccia is AI Tax Innovation & Operations Lead at Filed and teaches Filed's AI Tax Specialist course for tax professionals.
The right professional tax software fits your firm's return mix, volume and workflow. Six established packages compared, plus a five-step way to choose.
Extension season, planning scans, and cleanup: how tax firms use AI between filing seasons, and why the firms that win February decide in July.
Most AI training for tax pros teaches tool usage. The skill firms need is judging AI output: spotting failure modes and reviewing with healthy skepticism.
