More organized work.
More room for judgment.

Connect AI to familiar work

1. Prepare more consistentlyPractice organizing non-sensitive notes and identifying the information still needed for a task.
2. Communicate in plain languageTurn an approved explanation into a clear client-facing draft for professional review.
3. Build a reusable processCreate checklists and reference material that help the team work consistently while preserving professional responsibility.

The experience behind the approach

Tax work, client service, and the systems around them

M3 Taxes and Folio are part of my work in taxes and the processes that support it. This page brings that perspective to speaking, training, and workflow conversations for tax professionals.

Try one small, useful task

Use the AI assistant you already have. Work with fictional or non-sensitive information, review what it produces, and decide what needs to change.

Help me organize a fictional client onboarding process for a tax office. Ask about the current steps, who owns each step, and where work gets delayed. Return an internal workflow checklist. Use invented example names only; do not ask for taxpayer identifiers or account details.