12 Months of Accounting Firm Tech Updates in 25 Minutes
Accounting Firm Coach with Jason Staats
9,592 views
🧰 Swipe my FREE app recommendations for accounting firms: https://www.jasononfirms.com/apps
🚀 Make the ultimate investment in your accounting firm by joining my alliance of 1000+ firm owners: https://rlz.io/
My name’s Jason, I used to run a $5M accounting firm, now I help accountants around the world build better firms. I’m the founder of a 1000+ firm private community that’s shaping the future of small-firm ownership for the better.
In this episode, I break down the biggest changes across the accounting firm tech stack over the last 12 months. I cover accounting ledgers, month-end close automation, practice management, tax software and workflow, proposals, meeting assistants, and general AI tools. I also look at how MCPs and AI agents are starting to move from simply accessing firm data to actually doing work inside accounting software, and what firms should be thinking about as they make tech decisions for the next year.
💰 (Sponsor) Missive is a collaborative email platform that sits on top of Microsoft 365 or Google Workspace and helps accounting firms manage email as a team rather than through individual inboxes. Firms can automatically route client emails to teams, assign messages, manage shared inboxes, draft emails using AI, build AI-powered routing rules, and use its Claude MCP integration. It's an alternative workflow layer for firms spending significant amounts of time managing email through Outlook or Gmail. Learn more at https://missiveapp.com/jason
🎙️ Listen to the podcast: @jasononfirmspodcast
// Chapters
00:00 Accounting Firm Tech Update
00:50 Accounting Ledger Updates
05:04 Month-End Close Automation
07:18 Practice Management Systems
13:17 Tax Software Updates
14:42 Tax Workflow Automation
18:16 Proposal Automation
19:41 Meeting Note Takers
21:11 AI Assistants for Accounting
24:05 Podcast and Peer Community
12 Comments
Claude can read practice data and actually take actions inside the system. It's not something we're adding onto the PM later. Firmary was built API and MCP first from the beginning.
12 Months of Accounting Firm Tech Updates in 25 Minutes
Accounting Firm Coach with Jason Staats
9,592 views
🧰 Swipe my FREE app recommendations for accounting firms: https://www.jasononfirms.com/apps
🚀 Make the ultimate investment in your accounting firm by joining my alliance of 1000+ firm owners: https://rlz.io/
My name’s Jason, I used to run a $5M accounting firm, now I help accountants around the world build better firms. I’m the founder of a 1000+ firm private community that’s shaping the future of small-firm ownership for the better.
In this episode, I break down the biggest changes across the accounting firm tech stack over the last 12 months. I cover accounting ledgers, month-end close automation, practice management, tax software and workflow, proposals, meeting assistants, and general AI tools. I also look at how MCPs and AI agents are starting to move from simply accessing firm data to actually doing work inside accounting software, and what firms should be thinking about as they make tech decisions for the next year.
💰 (Sponsor) Missive is a collaborative email platform that sits on top of Microsoft 365 or Google Workspace and helps accounting firms manage email as a team rather than through individual inboxes. Firms can automatically route client emails to teams, assign messages, manage shared inboxes, draft emails using AI, build AI-powered routing rules, and use its Claude MCP integration. It's an alternative workflow layer for firms spending significant amounts of time managing email through Outlook or Gmail. Learn more at https://missiveapp.com/jason
🎙️ Listen to the podcast: @jasononfirmspodcast
// Chapters
00:00 Accounting Firm Tech Update
00:50 Accounting Ledger Updates
05:04 Month-End Close Automation
07:18 Practice Management Systems
13:17 Tax Software Updates
14:42 Tax Workflow Automation
18:16 Proposal Automation
19:41 Meeting Note Takers
21:11 AI Assistants for Accounting
24:05 Podcast and Peer Community
🚀 Join 1000+ firm owners sharing real numbers, real results, and real lessons: https://www.rlz.io/