"Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech cover image

E46: Ex-Plaid CTO on Why Tax is the Ultimate AI Challenge, with Jean-Denis Greze

"Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech

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Navigating Tax Challenges for Small Businesses

This chapter explores the unique tax preparation challenges faced by small businesses compared to larger corporations, focusing on the time and resource investments involved. It highlights innovative solutions, including the integration of AI technology and human expertise, to help small business owners uncover valuable tax benefits. Additionally, the discussion emphasizes the significance of maintaining organized financial records and building strategic partnerships to enhance customer engagement in the tax technology space.

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