Kaizen AI Accountant

Preston Zen

AI Chatbot Developer
ChatGPT
Figma
Google Drive
Node.js
Vue.js
Accounting Tax Solutions

Overview 🔎

I developed an accounting AI chatbot to prompt users for tax information and assist them with their tax returns. This project was done in collaboration with Kaizen Apps. The chatbot was designed to cater to individuals and provide a user-friendly tax filing experience.

Problem & Solution 🤝

The problem I solved was the complexity and confusion associated with tax filing. My AI chatbot streamlined the process by guiding users through a series of prompts to gather necessary tax information. It offered personalized assistance and simplified tax return preparation.
Goals/Requirements:
Develop a user-friendly interface for the chatbot.
Implement a comprehensive set of tax-related prompts and questions.
Ensure accurate calculation of tax returns.
Provide helpful tips and explanations to users throughout the process.

Process 🛣

I conducted extensive research on tax regulations and forms to create a comprehensive database of questions and prompts. I utilized natural language processing techniques to understand user inputs and provide appropriate responses. Iterative testing and feedback helped refine the chatbot's functionality and improve user experience.

Results 🎁

My accounting AI chatbot successfully guided users through the tax filing process, reducing the time and effort required. Users appreciated the personalized assistance and found the chatbot to be highly intuitive. Key metrics, such as completion rate and user satisfaction, significantly improved with the introduction of the chatbot.

I'm a CPA and I was quite surprised at how quickly this system was able to give some sort of idea on how to proceed with taxes for the everyday person. It simplified the process and provided a level of guidance that was previously unmatched for the speed of response.🗣

Name Caroline Buchegger | Buchegger Accounting Services

Takeaways 📣

Through this project, I learned the importance of continuous iteration and user feedback. I would prioritize further enhancements in natural language understanding and expand the chatbot's capabilities to cover a broader range of tax-related scenarios. Additionally, integrating machine learning algorithms to improve accuracy and offer personalized recommendations could further enhance the user experience.

2023

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