创业生活Blog/金博宝巴布森的企业家

2020年夏季催化剂启动配置文件:流量税

安迪邓'20感到非常激动人工智能的潜能 - 他把它与会计流程税

Andi first became interested in accounting when he volunteered with志愿者所得税援助(VITA)。VITA is an IRS program providing free tax help to people who generally make $56,000 or less, persons with disabilities, and limited English-speaking individuals.

Later on, Andi started connecting with small business owners and heard about their challenges filing taxes. They said there was a lack of communication from their CPAs. And at the same time, their CPAs were saying the business owners weren’t responsive. Could both be true? The answer, Andi realized, is yes.

Why? Because small to medium sized accounting firms are using outdated tools. These tools are often generic and don’t have industry-specific features. Plus, these tools don’t incorporate automation. This leads to a slow and complex back-and-forth with clients.

随着流动税,安迪和他的团队所提供的解决方案。流程税自动生成基于客户端以前纳税申报的任务清单。像W2,例如 - - 上传并以其识别功能,当文件的平台可以识别。流动税将确定该文件,将其重命名,对其进行分类,并检查了清单上的文件请求。

Along with his technical co-founders Aiwen Ai and Sangwu Lee, Andi has accomplished a lot and learned a lot duringSummer Catalyst。安迪学分午餐及学习和演讲嘉宾与拓宽他们的视野:“我们介绍的概念,我们不知道我们不知道。”

This summer, the team completed phase 1 of product development, which focused on infrastructure and included items like document storage, the client dashboard, the checklist feature, email integration, and more. They are moving into phase 2, which is all about smart automation and the recognition feature. When they complete this phase of development and finish testing, they hope to begin onboarding clients.

Selling Flow Taxes to accounting firms looks a little different during COVID-19. With tax filing deadlines significantly extended into the summer, accountants were much busier much later than usual. Normally, they would have been reachable by the time the summer rolled around. As a result, the selling season, so to speak, will be condensed into the next few months. Andi knows this and he is proactively moving ahead, making contacts and scheduling calls. He want to bring on five to ten firms who will use the platform through the next tax season and help to show traction.

我们都知道,税收是一个繁琐的过程。随着流动税,安迪想简化,并通过人工智能简化,使会计师的机会,更多的时间花在什么才是最重要的 - 他们的客户。

To learn more about流程税, visit its website.