Voice to Text for Tax Professionals
Tax season means thousands of documents, endless client emails, and IRS correspondence that demands precision. Your expertise is tax strategy, not typing. Blurt lets you dictate tax return notes, client questionnaires, and planning memos while keeping your focus on the numbers. Hold a button, speak your thoughts, release. Text appears wherever your cursor is — in Drake, TurboTax, Outlook, anywhere. No transcription delays. No hiring help. Just speak and document.
The Typing Problem
Documenting complex tax positions takes longer than the analysis
You spent 45 minutes analyzing whether a client qualifies for the Section 199A deduction. Now you need to write up your reasoning for the file. The analysis was the easy part — it's all clear in your head. But typing out every factor, every supporting calculation, every citation? That's another 30 minutes of hunting and pecking. By the time you finish, two more clients are waiting.
Client questionnaires pile up during busy season
Every new client needs the same questions answered. Every returning client needs follow-up on last year's issues. You know exactly what to ask — you could explain it in two minutes on a phone call. But typing personalized questionnaires for 200 clients? That's a week of work you don't have. So you send generic forms and miss important details.
IRS correspondence demands careful, documented responses
The IRS wants documentation for your client's home office deduction. You need to respond precisely, professionally, and with every supporting detail included. One missing fact could mean an audit. You type slowly, deliberately, second-guessing every sentence. A response that should take 10 minutes takes 45. Meanwhile, three more notices arrived today.
Tax planning memos never get written
After every client meeting, you should document your recommendations. Year-end strategies, estimated payment schedules, entity restructuring options — you discussed it all. But writing it up means another hour at the keyboard. So you make a mental note, promise yourself you'll do it later, and move to the next client. The memo never happens. Next year, neither you nor your client remembers what you agreed on.
Your wrists ache from November through April
Six months of 60-hour weeks, and every hour involves typing. Client emails, return notes, engagement letters, IRS responses. By February, you're wearing wrist braces. By April, you're counting down the days until you can rest your hands. You've tried ergonomic keyboards, standing desks, everything. Nothing helps because the problem is volume, not posture.
How It Works
Blurt works in every app tax professionals use — Drake, TurboTax, Lacerte, ProSeries, Outlook, Word, and any other software. Anywhere you can put a cursor.
Hold your hotkey
Press your chosen shortcut. A small indicator shows Blurt is listening.
Speak naturally
Dictate your tax memo, client note, or IRS response. Blurt handles punctuation automatically.
Release and done
Text appears at your cursor. No copying, no pasting, no extra steps.
Real Scenarios
Documenting tax return positions
You just determined a client can deduct $47,000 in vehicle expenses using the actual cost method. Before moving on, you need to document why. Hold the hotkey and speak: 'Client uses vehicle 78% for business based on mileage log provided. Actual expenses of $60,256 times business use percentage equals $47,000 deduction. Chose actual method over standard mileage as it provides greater benefit this year.' File documented in 15 seconds instead of 5 minutes. Next return.
Drafting personalized client questionnaires
A new restaurant client needs your onboarding questionnaire, but you need to add industry-specific questions. Hold the button and dictate: 'Please provide tip reporting records for all employees. List any equipment purchases over $2,500. Did you receive any PPP or EIDL funds that were forgiven this year? Provide documentation for any cash transactions over $10,000.' Customized questionnaire done in 30 seconds. Send it before they leave the office.
Responding to IRS notices
CP2000 notice claims your client didn't report $15,000 in 1099 income. You have the explanation — you just need to write it clearly. Hold and speak: 'The income reported on Form 1099-NEC from ABC Company was included on Schedule C, line 1. Please see attached Schedule C showing gross receipts of $187,450, which includes this amount. The discrepancy appears to be a matching error. Supporting bank statements attached.' Professional response drafted in 20 seconds. IRS handled.
Creating tax planning memos after client meetings
You just finished discussing year-end strategies with a business owner. Before the next client arrives, capture everything. Hold the button: 'Recommend maximizing retirement contributions before December 31. SEP-IRA allows up to $66,000 for 2024. Discussed accelerating equipment purchases to use Section 179. Client will send list of planned purchases by November 15. Also discussed converting to S-corp for next year — will run comparison.' Meeting documented in under a minute. Nothing forgotten.
Writing engagement letters
New client signed on for a complex return with multiple entities. The engagement letter needs specific scope details. Hold and dictate: 'This engagement covers preparation of Form 1040 for John Smith, Form 1120-S for Smith Consulting LLC, and Form 1065 for Smith Properties LP. Quarterly estimated payment calculations are included. Representation before the IRS is not included and will be billed separately if needed.' Scope defined clearly. No ambiguity when questions arise later.
Sending client status updates during busy season
Mrs. Johnson called asking about her refund status for the third time. You have 30 seconds between clients. Hold the button: 'Hi Mrs. Johnson, your return was e-filed on March 3rd and accepted by the IRS that same day. Based on current processing times, you should see your refund deposited within 21 days, so around March 24th. I will follow up if there are any issues.' Email sent. Client satisfied. Next appointment.
Documenting research for complex positions
You just spent an hour researching whether a client's cryptocurrency staking income is subject to self-employment tax. Document your analysis before you forget it. Hold and speak: 'Researched SE tax treatment of staking income. IRS has not issued direct guidance. Based on Notice 2014-21 and general SE tax principles, staking rewards likely not SE income as client is not engaged in a trade or business of staking. However, position is aggressive. Documented and disclosed on return.' Research preserved for the file and for next year.
Why tax professionals choose Blurt over built-in dictation
| Blurt | macOS Dictation | |
|---|---|---|
| Activation | Single hotkey, instant start | Click microphone icon or double-tap keyboard |
| Speed | Text appears in under 500ms | 2-3 second delay before transcription |
| Tax terminology | Handles 'Section 199A', 'QBID', '1099-NEC' accurately | Frequently mangles tax terms and form numbers |
| Reliability during crunch time | Works consistently across long sessions | Often fails or lags under heavy use |
| Privacy | No recordings stored, text only | Audio may be sent to Apple servers |
Frequently Asked Questions
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