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Pain points in business: what people struggle with
Search the problems to solve, as people described them on Reddit and other platforms, in their own words.
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Manual Tax Preparation
Tax professionals struggle with manual, error-prone processes for document collection, data entry, and compliance tracking across many clients.
In their words
verkeerde winstvoorspelling ... ruim 25.000 extra moeten betalen aan ib en zvw
The tax software is never reliable and it shifts the burden of payments to me.
How do you go about finding accountants that can do more than just typical 1040s situations? evaluate competency?
Paper heavy with a lot of manual steps for intake before a return even gets prepped.
we could be looking at tens of thousands of dollars of fines from the IRS
The feedback I'm getting is that it's kind of interesting, but not helpful.
I applied for an EIN online and it would not go through. I then faxed the SS-4 to the IRS and never heard back after weeks of waiting.
I spend about a full day collecting documents, then use third-party software - which the government doesn't actually provide
The problem is that it frequently used outdated rules, I had to use my knowledge and point it and it would do it's 'you are right' dance.
I wish it calculated the most optimal long-term Roth conversion strategy... Seems like I have to guess and check the Roth conversion number
it's so much more difficult to review than prepare on my own
I have to track 40 clients and chase after who submitted documents, what Open items are still missing from who, I have to track deadlines for entities
it found all sorts of refunds and ways to waive penalties that the IRS and my state agreed I was eligible for
I didn't tell Claude I lived NYC, because it didn't occur to me that it was relevant.
Tax preparers and accounting firms
Where they talk
- r/taxpros
- r/Accounting
- r/CFP
- r/IndiaTax
- r/AustralianAccounting
- r/tax
- r/smallbusiness
- r/Steuerberater
Tools they use today
- Excel
- UltraTax
- Claude
- SafeSend
- Canopy
- TaxDome
- CCH
- CCH Axcess
Why those fall short
- junior CAs miss exemptions and residency criteria
- no systematic cross-form validation before returns go out
- online application fails and fax takes at least 3 months
- government does not provide filing software; return must be self-prepared
- outdated knowledge, hallucination, disabled form sections, confusing forms
Map of ideas
Drawing the map…