Apr. 3 at 2:45 PM
AI is quietly stepping deeper into one of the most protected software verticals—tax prep.
With Perplexity’s new “Navigate my taxes” feature, users can now get assistance preparing federal returns using AI-driven guidance. That’s a direct signal that AI is moving from research tools → real financial workflows.
This space has long been dominated by incumbents like
$INTU, built on decades of trust, compliance, and scale. But if AI can simplify filing, optimize deductions, and guide users end-to-end, the entry barrier starts to shift.
The bigger picture:
AI isn’t just answering questions anymore—it’s entering regulated, high-stakes industries.
If this momentum continues, expect more pressure on legacy tax software and a faster push toward AI-first financial tools.
Big narrative shift happening here.
