Accounting & bookkeepingResearch and document reviewMedium evidence

A solo CPA saves 5 to 6 hours per research engagement with an AI tax assistant

Joseph C. Greco CPA · 1 practitioner; ~450 returns/year · Thomson Reuters CoCounsel Tax

Reported result

5–6 hours saved per in-depth research engagement; helps with multistate, foreign income and K-1-heavy returns.

The problem

“Tax research means hours of paging through guidance and rulings, which delays client answers.”

What they did

AI research assistant gives citation-backed answers drawn from curated tax sources.

Who reported this

Vendor case study (named customer). Source: Thomson Reuters case study.

View the original source ↗

Caveats

Vendor case study.

Results are as reported by the source above. Pathly summarizes them in our own words and labels the strength of the evidence. Your results may differ. How we label evidence

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