How to run agentic AI on your 1040s by January  

Ask a managing partner about agentic AI in September and you’ll hear the same response — not before tax season. Botched conversions have cost firms entire Januarys, and no partner wants to explain one to a tax client in March. So the decision slides a year. Meanwhile, the preparers you’re working hardest to keep spend another season keying data off a 1099.

Deploying Ready to Review isn’t a conversion. There’s no data to migrate, hardware to buy, or change to how your clients experience your firm.

You’ll get:

• The three-step deployment path: what provisioning, intake, and upload involve — and why there’s nothing to convert
• A decision timeline from the extended 1040 deadline through the week the IRS opens e-filing, including the quiet window most firms waste
• The pilot you can run with no client at stake: test agent-prepared drafts against returns you filed last spring using documents in your files
• Three staff conversations for partners, managers, and preparers, plus two questions to settle before the season starts
• An eight-point readiness checklist: when to start and what to decide first

Every firm gets one quiet stretch a year — you can learn what to do with it. Download the guide, map it to your tax season, and see it on your returns.