Improving personal tax filing with Claude CLI and Obsidian
Summary
This article presents an opinionated workflow for using Claude Code CLI together with Obsidian to manage Canadian personal tax filing. It covers folder structure, Python libraries for PDF extraction, a Bash helper for PDF-to-markdown conversion, and seeding Claude with contextual documents to improve accuracy, with emphasis on verification and reproducibility. It showcases a practical, reproducible approach to AI-assisted personal finance tasks.