Claude returns one self-contained HTML file (an artifact): a local Sales & Use Tax AI-leverage map with an editable table of workflow steps (hours/month, AI-automatability, error-risk, review-required), an auto AUTOMATE/ASSIST-WITH-REVIEW/KEEP-MANUAL badge per step, live KPI cards (total hours, hours reclaimable, high-risk steps to keep reviewed, biggest time-sink), a plain-English recommendation per step, and a rollout plan ordering steps by time-saved vs. risk. Pre-filled with ~7 steps; visible §7216 notice; workflow metadata only, runs offline.
A Claude account (free tier works). No connectors. Save the response as sales-use-tax-ai-leverage.html and open it in any browser — it runs locally and nothing is sent. Enter workflow metadata only — NO client data, returns, or PII. Before routing any client tax information through any AI tool (including embedded suite AI), confirm §7216 rules at IRS.gov, check vendor data handling, and have counsel review. Starting point, not legal advice. Note: your result can look different from any screenshot shown here — the model, its version, your inputs and context all change the output. If you want it to match a specific look, attach a screenshot as a reference when you run the prompt.

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