Oct '25 • General discussion
🤖 AI & Automation Tools That Power My Tax Business
Y’all know I’m big on working smarter, not harder — and these are the AI tools that keep IAM Accounting running efficiently while saving me hours every week.
💡 My Core AI Stack
- ChatGPT (GPT-5) – Tax strategy drafting, workflow building, emails, proposals, and SOPs
- Hedra AI – Auto-captioning, repurposing, and short-form video editing
- HeyGen – AI avatar videos for faceless content and training clips
- Sora 2 / OpenAI Video Generator – Video storytelling and ad visuals
- Loveable.dev – AI website builder (used for landing pages and funnels)
- Gamma App – AI presentation and slide deck builder
- Canva Magic Studio – Design and AI-powered visual creation
- Notion AI – SOP, checklist, and content planning organization
- VidIQ / TubeBuddy AI – YouTube optimization and keyword research
- Scribe / Loom AI – Process documentation and client training
- Descript AI – Video and podcast transcription/editing
- Zapier + AI Actions – Connects apps and automates GHL, TaxDome, and QBO tasks
💬 Drop a comment and let me know which AI tool you can’t live without — or which one you want me to break down in our call this week!
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🤖 AI & Automation Tools That Power My Tax Business
skool.com/iam-ta-university-plus-2593
Tax pros, bookkeepers & accountants:
- Build a 6-figure virtual firm with weekly coaching
- Proven templates
- Systems to land premium clients
Leaderboard (30-day)
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