Free Webinar Stop Chasing Clients for Documents in 2026 — Let AI Handle Tax Season Intake

Tax season intake is the same story every year: emails chasing W-2s, missing 1099s, a spreadsheet tracker that goes stale by February. This free webinar shows how an AI intake workflow collects, reads and organises client documents for you — so 2026 is the year you stop chasing. Get early access to MetaWurks: https://apps.metawurks.com/early-access WHAT'S COVERED • Why document intake, not tax prep itself, is the real bottleneck in tax season • Building an AI-assisted intake workflow that reads and organises what clients send • Keeping client data private — why regulated firms can't route financials through a public chatbot • Connecting the tools you already use: QuickBooks, Gmail, Outlook, Google Drive, OneDrive, TaxDome, SmartVault • Turning a pile of client documents into a clean, queryable knowledge base • Live walkthrough on real accounting workflows QUESTIONS ANSWERED Can AI safely handle client tax documents? Covered in the privacy and compliance section. How do I stop manually chasing clients for missing forms? The intake workflow section covers detection of what's missing. Does this replace my tax software? No — MetaWurks works alongside the tools you already run. What does setup involve? Roughly 15 minutes, no IT team required. LINKS Website: https://metawurks.com Start free / early access: https://apps.metawurks.com/early-access Blog: https://metawurks.com/blog LinkedIn: https://www.linkedin.com/company/metawurks/ X: https://x.com/Metawurks_ai Instagram: https://instagram.com/metawurks/ #TaxSeason2026 #AIforAccountants #MetaWurks