Dana spent the summer planning. Her eight-person firm would take on 60 new individual clients this season. It would roll out an AI-assisted review workflow in January and keep extensions to a minimum. The numbers worked. She announced the plan at the October staff meeting, and people nodded politely.
Three days later, a document showed up in the firm's shared drive with no author. Someone had asked an AI tool to critique the plan, and the answer was blunt. The staff was already stretched thin last April. A new workflow launched mid-season would slow reviewers down before it sped them up. And fewer extensions meant more returns finished by exhausted people in the last two weeks before the deadline. Click here to read the rest of the story.
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