25d • General discussion
💡 NEWS FLASH: Most tax pros prompt AI backwards!
The biggest improvement isn't telling AI what to do, but telling AI what to IGNORE.
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Instead of this prompt:
"Summarize this document."
Try this instead:
"Extract only potential deductible business expenses.
Ignore:
- Personal stories
- Duplicate information
- Opinions
- Anything unrelated to deductible expenses
Return:
- Date
- Vendor
- Description
- Amount
- Category
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That one change can turn pages of client notes into a clean worksheet that's much easier to review 😏
‼️ One important reminder: AI should organize information and NOT make tax decisions. Always review and verify the output before using it in a return‼️
This is just Step 1 of our Tax AI Extraction Framework.
Stay tuned because in one of our Skool Tuesday, we'll cover the remaining steps, including:
- How to force AI into software-ready formatting
- How to reduce hallucinations with review safeguards
- How to build extraction prompts for client emails, PDFs, organizers, and messy notes
If you have a messy client email or document you've always wanted AI to organize, bring it to the session. We'll walk through real examples together!
See you on Tuesday! 🚀
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💡 NEWS FLASH: Most tax pros prompt AI backwards!
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