"We weren’t looking for AI to do our jobs. We needed a system that made it easier to do our best work."
JCG Advisors faced a familiar challenge: hundreds of returns in flight, but too much time lost to manual entry, document ping-pong, and late-stage errors.
Reviewers were bogged down in repetitive prep tasks, leaving less energy for client nuances and strategy. What they wanted wasn’t to replace their team, but to give reviewers back their capacity and focus.
“If I can look at a return with a fresh mind, not tired from keying everything in, I’m going to catch more and move faster.” — Cory Gayman, JCG Tax Advisors
Building trust under pressure
JCG Advisors didn’t ease into AI during downtime. They signed up right before tax season, when the stakes were highest. The challenge was making the system work quickly enough to handle volume, while still keeping reviewers confident in every return. Their belief was clear: AI should clear the noise, not take over decisions. By letting Filed handle repetitive prep tasks, the team could shift attention to the areas where human judgment mattered most: accuracy, client nuances, and strategy.
Refocusing review, not replacing it
JCG Advisors knew the prep bottleneck wasn’t just about speed, it was about accuracy and wasted reviewer cycles. With Filed, they automated common inputs like W-2s and 1099s, while flagging missing documents automatically. Instead of chasing down errors late in the process, returns came back ready for review — not prep.
Cory explains: “Filed doesn’t take over decisions. It sets us up to make the right ones.” The result was a shift in focus: reviewers weren’t bogged down by data entry, but clear-headed to catch nuances and make faster, more confident calls.
