Fake SOC 2 Reports as a Service & Games for Busy Season
The Accounting Podcast
AI Strengths: Modeling and Data Wrangling
They highlight useful AI tasks: Roth conversion modeling, structuring unstructured data, and spreadsheet generation.
Can AI really handle accounting and tax work—or is it just creating new ways to fake compliance? Blake and David dig into allegations of fraudulent SOC 2 reports, how taxpayers are actually using AI for tax prep, and why tools like Claude are creeping into finance workflows. They also cover FAA staffing risks, threats to state accountancy boards, and what listeners should watch as AI reshapes trust in the profession.
Sponsors
Digits - http://accountingpodcast.promo/digits
Cloud Accountant Staffing - http://accountingpodcast.promo/cas
OnPay - http://accountingpodcast.promo/onpay
UNC - http://accountingpodcast.promo/unc
Chapters
- (00:00) - TAP 480
- (01:28) - Sponsor Digits Overview
- (02:54) - LaGuardia Crash Breakdown
- (05:36) - Shutdown Staffing Fallout
- (07:58) - Livestream and CPE Plug
- (08:49) - Delve SOC 2 Allegations
- (15:57) - How Fake Audits Happen
- (20:49) - Sponsor Cloud Staffing
- (22:00) - Is Anyone Using AI
- (24:02) - AI for Tax Prep Examples
- (35:14) - AI Tax Advice Limits
- (36:04) - Tech Creates More Cleanup
- (36:41) - OnPay Payroll Sponsor
- (37:53) - Games To Beat Busy Season
- (40:42) - Florida Board Threat Averted
- (44:02) - UNC MAcc Sponsor
- (45:20) - Guess The Finance App
- (46:47) - Claude Targets Finance Workflows
- (50:29) - Will AI Replace The GL
- (55:07) - Women Partners Progress
- (01:00:50) - Wrap Up And CPE
Show Notes
Air Traffic Audio Appears to Show Tower Was Dealing With Incident Before Crash (New York Times via DNYUZ)
Delve — Fake Compliance as a Service — Part I (DeepDelver on Substack)
https://deepdelver.substack.com/p/delve-fake-compliance-as-a-service
Delve Accused of Misleading Customers with 'Fake Compliance' (TechCrunch)
https://techcrunch.com/2026/03/22/delve-accused-of-misleading-customers-with-fake-compliance/
What 81,000 People Want from AI (Anthropic)
https://www.anthropic.com/research/what-people-want-from-ai
WSJ Readers Share How They Are Using AI for Tax Prep (Wall Street Journal via TaxProf Blog)
https://taxprofblog.aals.org/2026/03/09/wsj-readers-share-how-they-are-using-ai-for-tax-prep/
10 Fun Games to Play at Work and Their Impact on Productivity (Small Business Trends)
https://smallbiztrends.com/games-to-play-at-work/
FICPA Legislative Update: End of 2026 Session — HB 607 Did Not Advance (Florida Institute of CPAs)
Claude for Financial Services (Anthropic)
https://www.anthropic.com/financial-services
Glass Ceiling Shattered? Female Lead Engagement Partners in S&P 500 Audits (The CPA Journal)
https://www.cpajournal.com/2026/03/13/glass-ceiling-shattered/
Need CPE?
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com
Subscribe to the Earmark Podcast: https://podcast.earmarkcpe.com
Get in Touch
Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.
Sponsorships
Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus.
Need Accounting Conference Info?
Check out our new website - accountingconferences.com
Limited edition shirts, stickers, and other necessities
TeePublic Store: http://cloudacctpod.link/merch
Subscribe
- Apple Podcasts: http://cloudacctpod.link/ApplePodcasts
- YouTube: https://www.youtube.com/@TheAccountingPodcast
- Spotify: http://cloudacctpod.link/Spotify
- Podchaser: http://cloudacctpod.link/podchaser
- Stitcher: http://cloudacctpod.link/Stitcher
- Overcast: http://cloudacctpod.link/Overcast
Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd
Transcripts
The full transcript for this episode is available by clicking on the Transcript tab at the top of this page
The AI-powered Podcast Player
