Pioneering change in self-employment taxes with Uri Bar-Joseph and Shahar Plinner
In today’s world, where technology continually reshapes business landscapes, understanding the synergy between artificial intelligence and human interaction becomes paramount. The CPO and CEO of Formations, Co-Founders Uri Bar-Joseph and Shahar Plinner, delve into this topic, sharing insights from their entrepreneurial journey.
Their discussion highlights how they’ve harnessed technology to empower the self-employed while maintaining the essential human touch that distinguishes their service.
Key Takeaways:
(02:17) The inception of Formations and Shahar’s collaboration with Uri.
(04:14) Formations’ focus on the self-employed market and its challenges.
(07:22) How the COVID-19 pandemic unexpectedly supported their business model.
(10:13) Integrating AI to enhance customer engagement while maintaining personal interaction.
(10:31) The advantages of embedding fintech in Formations.
(13:48) Insights into the service model, emphasizing a non-DIY approach tailored for the self-employed.
(18:08) Handling complex tax issues with a mix of automation and expert advice.
(20:27) Introduction to “MAX,” an AI tax and accounting assistant with public access.
(24:50) The security of data with MAX, despite its public availability.
(28:47) Reflections on Formations’ organic growth and the role of human interaction.
Resources Mentioned:
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