Growing Your Firm, a podcast for accounting firms, published an 18-minute episode on 3 November about using AI to review tax returns. The details come from the episode description on Apple Podcasts. It says that Isaac Perdomo, the guest of host David Cristello, founded Opzer, which helps accounting firms adopt AI.

In the episode’s demo, Opzer uses pre-packaged Claude skills and Artifacts. A skill is a set of instructions and files that lets Claude carry out a specific task repeatedly, following the same instructions. Artifacts displays content that Claude produces in a separate view alongside the chat.

The skill scans a tax return, highlights mismatching data and surfaces critical discrepancies side by side, the description says. Its example is a US state code that does not match the ZIP code.

The episode is Opzer’s own demo, not an independent review. The description does not say how accurately the skill finds errors, how it is built or whether anyone other than Opzer can use it.

The description also mentions using Claude as a pre-review layer, in which junior staff catch critical errors before the work reaches senior partners. It recommends that accounting firms develop their own reusable skills to standardise quality control across bookkeeping and tax returns.

The episode also covers browser automation, in which AI uses a web browser as a person would. The description says new models such as Claude Opus and GPT are finally making it reliable for legacy portals and systems without native APIs. It also sets limits: browser automation should have read-only access, and human oversight should not be relaxed for bank transfers, payroll and other movements of funds.

AI categorises transactions from years of bank statements into a chart of accounts in an afternoon, a job that previously took months, the description says. It offers no measurement to support the claim.