Jason On Firms Podcast

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C565T 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A565T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I lay out my 2026 tech predictions for tax firms and what they should actually pay attention to right now. I cover where tax workflow tools are becoming table stakes, why all-in-one platforms are still falling behind, what’s likely to change around review, research, and entity work, and where legacy vendors may finally be forced to move. I also share where I think real progress will come from over the next year and what firms should plan for next. 💰 Today's Sponsors Soraban: https://www.soraban.com/ Verito: https://verito.com/ MakersHub: https://makershub.ai/ Financial Cents: https://hubs.li/Q03mLr_x0 Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

🚀 Get smarter faster by learning alongside nearly 700 firm owners: https://jasononline.link/C564T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A564T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I revisit our 2025 bookkeeping tech predictions and unpack what actually happened over the past year. We talk through where tools really improved, where expectations fell flat, and how workflows around month-end close, practice management, and ledgers are evolving. I also share what surprised me most, why specialization is winning, and what these shifts tell us as we head into 2026.💰 Today's SponsorsMakersHub: https://makershub.ai/Client Hub: https://clienthub.app/Soraban: https://www.soraban.com/Verito: https://verito.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Transistor🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C563T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A563T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I revisit my 2025 tax tech predictions and break down what actually played out for accounting firms. We talk through where tax intake, delivery, workflow tools, and AI really moved forward, where things stalled, and why point solutions are still beating all-in-one platforms. I also share what surprised me most this year and what it all signals heading into 2026.💰 Today's SponsorsStanford Tax: http://stanfordtax.com/Verito: https://verito.com/MakersHub: https://makershub.ai/Client Hub: https://clienthub.app/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 Learn what’s actually working alongside nearly 700 firm owners: https://jasononline.link/C558T 📩 Stay on top of accounting firm tech and AI with my weekly newsletter: https://jasononline.link/N558T 🎥 Check out the FULL replay of the entire WorkflowCon event here! https://hubs.li/Q03VYXqR0  ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I share a live Q&A from WorkflowCon on how AI is actually fitting into client communication at accounting firms. We talk about where AI helps today, why chasing clients for info is still the biggest bottleneck, and how tools like meeting transcripts can make teams faster without hurting client trust. I also get into why firms should start capturing context now, how to think about AI security, and where human judgment still matters most. 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

🚀 Learn alongside nearly 700 firm owners who are building this together: https://jasononline.link/C562T 📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://jasononline.link/N562T 📖 The book I mentioned, The Goal https://www.amazon.com/Goal-Process-Ongoing-Improvement/dp/0884271951 ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I break down why workflow bottlenecks keep crushing accounting firms during busy seasons. We talk through practical ways to smooth out the peaks and valleys, set better client expectations, and use pricing and delivery tiers to make the work more manageable year round. 💰 Today's Sponsors MakersHub: https://makershub.ai/ Client Hub: https://clienthub.app/ 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa