Technology is playing a role in everything we do, says spruce. We've digitized our assisted tax preparation business - you can get full expert help from somebody and do it all virtually. Even atat maybe a more simple level, the way we think about our machine learning models in a i to enable our tax professionals to have more specific and relevant tax advice. It doesn't replace them in their relationship, but allows them to focus on serving the client, not on data entry.

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