How can I safely delegate a full tax return workflow (checklist, work papers, first-pass review, client summary) to an AI tool like Claude?

One member described wanting to hand a client's full engagement to Claude: generate a checklist of what's needed for the year, turn incoming client documents into work papers, do a first-pass review, then write a plain-English summary of the return for a non-tax person. The group's reaction was mixed — some pushed back, some agreed. The consensus caution was that even if Claude says something is secure or that it can't see certain data, firms can't just take that at face value; someone with technical knowledge should review and bless the setup. That said, many firms have already moved forward by purchasing a Claude Team plan (which doesn't train on your data), doing certain steps locally on the computer, and only pushing specific pieces to the cloud. Some are also experimenting with local LLMs. The expectation is that this kind of workflow will significantly change how firms operate, letting staff focus on higher-level review work while AI handles first-pass documentation.