Explain a position to the client in writing
The rationale, at a length the client will read, ready for the file.
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Draft the client letter, explain the position, and find the question you should have asked — before the return is filed.
No credit card · ChatGPT, Claude, Gemini, Grok and Perplexity in one place
You already do half of this by hand: ask one model, paste the answer into another to check it. Here is what that turned up on a real task for tax preparers.
Can the client take this deduction, and how do I document it?
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The threshold it applied changed this year; the fact check flagged it and attached the current figure.
The models disagreed
One model said the deduction clearly applies.
Another said it survives only if the documentation shows business purpose at the time of the expense, not after.
The second answer is the one that matters if the return is ever examined.
The rationale, at a length the client will read, ready for the file.
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Ask the models what is missing from the organiser, not what is in it.
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Have a model argue the examiner's side.
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What was done, what was assumed, what was relied on.
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Open MultipleChat and turn on AI Collaboration.
Describe the situation with figures but without identifying details.
Read the Disagreements list — a split between models usually marks a genuinely arguable position.
Verify every threshold, rate and deadline against a current source before filing.
It will, often. Thresholds, phase-outs and deadlines move every year and a model's training does not. Everything with a number in it goes through the fact check, and anything unsupported is flagged rather than passed on.
On paid plans nothing you enter trains a model and the providers do not retain it. Use initials and figures; the analysis does not need the name.
No, and the page is not pretending otherwise. It drafts, it argues the other side, and it tells you which claims it could not support. You sign the return.
No. It helps you research, explain, document and pressure-test. Preparation and filing stay in your software and with you.
Assume not. That is the single most important habit with AI in tax work — treat every figure as unverified until the check attaches a source.
Yes. Upload it and ask what changed, what looks inconsistent, and what you would want to ask the client about.
It is excellent at it. Explaining the same position at three different levels of detail takes seconds and saves a long call.
MultipleChat gives tax preparers ChatGPT, Claude, Gemini, Grok and Perplexity in one workspace — and has them check each other before you use the answer.
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Use several frontier models together for stronger answers and fewer blind spots.
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GuideChoose the best model for writing, research, coding, documents, images and business work.
AlternativeUse ChatGPT alternatives together: Claude, Gemini, Grok, Perplexity, files, web search and creation tools.