Irene!!! I love this response so much I can't take it! This is extremely helpful and eye opening.
I'm relatively new to the AI space and I always welcome the opportunity to learn from others and grow my understanding. I appreciate you sharing so opening and providing the tools that you use. I'll definitely be looking into some of these myself. I work in the nonprofit space, so I'm always nervous about sharing proprietary information, but I also feel that there has to be more tools available to help with some of the work (because we're notoriously under staffed with limited resources). We use things like bill.com's integrated AI scan and coding, but not much else. It's refreshing to see that there are more opportunities out there to structure our AI Stack (wow we've moved beyond FinTech Stack) that will help us be more efficient in our work.
Thanks again (so much) for sharing! 🥰
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Bee Nance
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Original Message:
Sent: 03-26-2026 10:44
From: Irene Wachsler
Subject: 🤖 AI in practice: how are you actually using it day to day?
In no specific order. Also, while some tasks are not 100% correct, the accuracy rate is around 80-90%, which is good enough for me. I review all work performed by AI and fill in the gaps. AI still saves me a ton of time. Also, I pay for my AI Tools - they do not train on my data. I currently use ChatGPT Agent, Gemini (paid), Google Notebook, BlueJ, and poe.com
- Communications - rewrite my feelings/opinions in a more professional and tactful tone to both colleagues and clients
- Review complex set of documents and provide high-level summary and analyze discrepancies. Very helpful w/respect to reviewing a set of financial statements and the accompanying 990s.
- Scan shoebox of receipts and categorize them in a spreadsheet (Schedule C)
- Review bank statements and credit card statements, enter each transaction into a spreadsheet, categorize that transaction, and perform monthly bank/credit card reconciliations (assurance that no transactions are missing)
- Scan set of invoices and fill out audit workpapers for test selection of expenses. Ditto w/ payment (i.e. scan bank and credit card statements)
- Prepare set of questions to ask when I meet w/ clients
- Starting using MS Copilot - it's been helping me manage my email.
- Tech support - I punch in the MS Errorcode and it tells me how to fix the problem (my tech support guy - nephew - is in college and is not available as often)
- Google Notebook - created Notebooks specializing in tax resolution sources - helps me in pinpointing some nuances w/ strategy and reviewing IRS Procedures
- Google Notebook - create custom notebooks on specific topics. Especially from the all day CPE sessions.
- Google Notebook (originally did this w/ poe.com) - custom notebook with all FASBs and AICPA docs for financial statement reviews and attestation engagements. Created my own f/s review program (no more PPC/Wolters w/ thousands of inane questions)
- BlueJ - double-check various tax issues/questions, especially when I'm preparing tax returns. Ranges from the stupid stuff (i.e. AGI cutoff for student loan interest deduction) to the very complex (i.e. my client forgot to take their RMD this year, how much should they have taken?)
- BlueJ - first cut at penalty-abatement letters; FOIA request, etc. I give BlueJ IRS notices, transcripts, tax return info (w/ all data PI stripped - I cut/paste data into MS Word document).
IMHO, the above AI tools have made me a better tax preparer and much more efficient. I can get a lot more work done these days. Not to mention the AI has saved me a ton of time in planning trips, figuring out local restaurants that satisfy my family's dining preferences (8 people who have different needs).
Best, Irene
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Irene Wachsler
Partner/Owner
Wachsler CPA LLC
Burlington MA
+001 (781)883-3174
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