ChatGPT Intelligent UI and Claude on-demand UI with an MCP server: a tax intake example
Claude in September, ChatGPT in October: each generated a working screen from the state of a tax file in Armada T1 and wrote the edits back through MCP. The interface moved; the record stayed.
Armada 1040: the system of record for 1040 inputs, with an MCP server any agent can call
Armada 1040 holds the validated, document-backed inputs a US individual return is built from, and exposes them to any agent through an MCP server. It does not calculate or file. Coming soon; the waiting list is open.
Claude for Excel for tax preparers: we tested it on a T5008 cost base
We gave Claude for Excel a fictional client's brokerage history with three T5008 traps. It found all three and matched our answer key to the cent.
Claude for Canadian Tax Preparers: What It Can Do This Season, What It Cannot, and How to Set It Up Safely
Five levels of setup, from Claude in a browser tab to Claude connected to a system of record for intake, with the CRA boundary and the data terms a firm has to get right.
T1 Client Questionnaire Template for Canadian Accounting Firms, and How to Run It Online
A 56-question T1 client questionnaire in client language, with the follow-ups built in, plus the three ways to run it online and the three rules that make it work.
Tax Organizer Software in Canada: What It Does, Where It Breaks, and the Agent-Run Alternative
What tax organizer software actually looks like in Canada, the three jobs an organizer is for, the six places every version breaks, and what changes when an agent runs intake instead.
T1 Intake Checklist for Accounting Firms: The List You Give Clients, the Checks You Run When It Arrives, and What an AI Agent Does With Each
A T1 intake checklist in two layers: the plain-language list a firm gives clients, and the checks a preparer runs on each slip and receipt when it arrives. Then what changes when an AI agent runs the second layer.
Jetpack Workflow and Google Drive: T1 Intake Run by an AI Agent, No API Required
Jetpack Workflow has no published API. An AI agent still ran the full T1 intake loop across Google Drive, Jetpack Workflow, and Armada T1 - here is how, and what is harder without an API.
Agent-Mediated Integration: When the Agent Is the Integration
The agent is the integration. A precise definition of agent-mediated integration, the economics that make it inevitable for the long tail, and the governance it demands from systems of record.
T1 Client Intake for Accounting Firms: The Process, the Software, and What AI Agents Change
T1 intake is where tax season is won or lost. What a good intake process looks like, six things to demand from intake software, and how AI agents change the economics of the whole stage.
Run Your Practice on Karbon? Your T1 Intake Can Now Run Itself.
An AI agent can now run T1 intake inside your existing Karbon workflow: reading portal uploads, recording validated tax data, and chasing missing info. Here's what we built and tested.
Starting a Tax Preparation Business in the Agentic AI Era
Why tax preparation is the keystone founding service for a new financial practice, and how AI agents make an agent-first firm viable from day one.
Why Not Just Point an Agent at the Intake Folder?
Seven questions that separate a weekend agent demo from production tax intake: schema, fabrication, provenance, state, permissions, completeness, and handoff.
Canadian Tax Preparation Software: What Firms Should Look For in the Agentic AI Era
The calculation race is over. How firms should evaluate Canadian tax software as AI agents enter the workflow, and the six questions that matter more than forms coverage.
TOSI Rules: Everything You Need To Know
A preparer's guide to the tax on split income: who it catches, the excluded amounts that get clients out, and how to screen for it at intake.