AGI.do

Services

What will AGI do for Tax preparers?

Positioning for this Coordinate is coming soon.

The work itself

Grounded Work Profile

Tools

  • Appointment Scheduling SoftwareserviceBlueprint
  • Tax Interview SoftwareserviceBlueprint
  • Tax Preparation SoftwareserviceBlueprint
  • Tax Review SoftwareserviceBlueprint
  • Electronic Filing SystemserviceBlueprint

Outputs

  • Completed Tax ReturnserviceBlueprint
  • Client Interview RecordserviceBlueprint

Measured by

  • Filing Accuracy RateserviceBlueprint
  • Client Satisfaction ScoreserviceBlueprint

Key steps

  • Greet and qualify taxpayerserviceBlueprint
  • Interview for tax situationserviceBlueprint
  • Enter return dataserviceBlueprint
  • Run accuracy diagnosticsserviceBlueprint
  • Walk through results with clientserviceBlueprint
  • Transmit signed returnserviceBlueprint

How AGI delivers it

Four ways AGI delivers for Tax preparers

  • Services-as-Software

    Get the professional outcome delivered as software, priced on results, not headcount.

    Services.do

  • Autonomous Agents as digital employees

    Hire a digital employee that does the job under earned, supervised autonomy.

    Agents.do

Value flow

How Tax preparers connects

absorbs

  • Return Data Entry Processmodel
  • Seasonal Tax Filing Processmodel

composes

measured by

  • Client Satisfaction Scoremodel
  • Filing Accuracy Ratemodel
  • Preparer Penalty Ratemodel

optimizes

  • Client Throughputmodel
  • Preparer Throughputmodel
  • Refund Turnaround Timemodel
  • Return Accuracymodel
  • Returns Per Preparer Hourmodel

produces

  • Client Interview Recordmodel
  • Client Tax Filemodel
  • Completed Tax Returnmodel
  • Filed Tax Returnmodel
  • Preparer Fee Invoicemodel

realizes

  • Authorize and e-file returnmodel
  • Capture and scan documentsmodel
  • Enter return datamodel
  • Greet and qualify taxpayermodel
  • Greet and qualify walk-in clientmodel
  • Interview for filing situationmodel
  • Interview for tax situationmodel
  • Offer refund disbursement optionsmodel
  • Prepare return at deskmodel
  • Present results and fees to clientmodel
  • Run accuracy diagnosticsmodel
  • Transmit signed returnmodel
  • Walk through results with clientmodel

Go deeper

Explore Tax preparers

Read the deeper take on agi.asView as markdown