Rolling Out AI in Tax Prep at Top 20 Firm: Trust, Quality, and Control

As accounting firms face mounting capacity constraints, increasing return complexity, and pressure to deliver faster turnaround times, many are looking to AI for answers. But moving from experimentation to real-world deployment raises important questions around trust, workflow integration, and maintaining professional standards.

In this case study, leaders from Armanino, a Top 20 accounting firm, will share how they partnered with Accrual to introduce AI directly into live tax operations.

• Explain the rollout steps Armanino used to introduce AI in live tax work while keeping reviewer accountability clear
• Identify the workflow steps where AI reduced manual preparation work and sped up review, especially in complex returns with heavy source documentation
• Understand how Armanino is using Accrual to improve client-facing steps in complex returns by making document submission easier and reducing time spent collecting and reconciling source documents