How might AI-driven review of client investment statements and collaborative skill-building evolve for CPAs reviewing tax returns?

One member described their experience building a skill to carefully review complex investment statements (e.g., from a major brokerage) for a tax return -- tying out short-term/long-term capital gains, checking cost basis on every transaction, and cross-referencing against the prior year's return. They noted this is never fully "done"; there's always more improvement possible. Beyond just verifying the numbers, the same process can feed an investment statement into a tool like Perplexity's financial model to generate client-facing insights (e.g., which stocks performed well, which options trades lost money), effectively delivering more value than a financial advisor by making performance understandable to the client. Taken further, AI could eventually generate a personalized video walkthrough in the practitioner's own voice/likeness summarizing the analysis. The member's broader point was that skills are constantly evolving day to day, and it would be valuable for the group to collectively compare and merge skills submitted by different members for the same task (e.g., several CPAs each submitting a review skill for the same type of return) with AI helping sort through and surface the best version, rather than each practitioner reinventing it alone or being overwhelmed by too many competing skill options.