Mar 29 2025 18 mins 3
AI is moving fast — but are you keeping up?
In this episode, I share how I’m using tools like ChatGPT and Claude in my firm (and coaching business) to:
✅ Draft emails, reports, and even legal replies
✅ Supercharge my team’s productivity
✅ Handle tax research and onboarding in minutes
✅ Move away from report-based pricing to something way more valuable
I also reveal the one new feature that blew my mind — and how it's changing how I approach complex tax planning.
If you’ve been meaning to experiment with AI but haven’t quite got around to it… this one’s for you.
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