GenerativeTools for
Tax Preparers

Workpaper Development

Organize and analyze client data for prompting to guide a large language model to produce accurate, relevant, and useful outputs.

Tax Return Review

Detailed examination of tax returns to prevent costly errors, catch missed deductions, and ensure tax forms match the client’s source documents.

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Client documents and a command prompt connect to Primer, which links them to the 1040, 1065, 1120 and 1120-S returns and a report.