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Putting Claude and Copilot to Work in a Tax Practice
Wednesday, October 21 at 2–3 pm ET
Hosted By:
Dan Pinkous, Founder and CEO of Truss
Leroy Kerry, Co-Founder and CEO of Filed
Jatin Narang, Co-Founder and CEO of Verito
About Event
Many tax firms have experimented with Claude or Copilot, but fewer have a clear plan in place for what those tools should handle versus what should be off-limits.
In this recording, the CEOs of Truss, Filed, and Verito talk about how they use AI in their own workflows, then dive deep on the two questions firms care most about: what a full AI stack looks like without closed platforms or on-premise servers, and what zero data retention and IRC 7216 mean for client data when handed to a model.
An end-to-end demo follows, showing the frictionless path of a return through a Verito-hosted environment through Truss intake and delivery, with a Filed-prepared return in the center. The session closes with open Q&A on which work is safe to hand to a general assistant.