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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 700 firm private community that’s shaping the future of small-firm ownership for the better.
In this episode, I break down the biggest changes in accounting firm technology over the last few years and what they mean for your firm today. We cover how practice management systems have evolved, where workflow automation is actually saving time, and why 1040 intake remains the biggest unlock in tax. I also walk through where AI is genuinely changing firm operations, where it's mostly noise, and how new ledgers, portals, and peer-driven recommendations are reshaping how firms choose their tech stack for the next 18 months.
⚒️ Tools mentioned in this podcast:
Karbon - https://karbonhq.com/
Canopy - https://www.getcanopy.com/
TaxDome - https://taxdome.com/
Financial Cents - https://financial-cents.com/
ClientHub - https://www.clienthub.app/
Thomson Reuters Practice CS - https://tax.thomsonreuters.com/us/en/cs-professional-suite/practice-cs
CCH Axcess Practice - https://www.wolterskluwer.com/en/solutions/cch-axcess/practice
XCM - https://www.wolterskluwer.com/en/solutions/xcm-solutions
QuickBooks Online - https://quickbooks.intuit.com/global/oa/online-accounting-software-for-small-business/
Xero - https://www.xero.com/
NetSuite - https://www.netsuite.com/portal/home.shtml
Sage Intacct - https://www.sage.com/en-us/sage-business-cloud/intacct/
Digits - https://digits.com/
Kick - https://www.kick.co/
Campfire - https://campfire.ai/
Rillet - https://www.rillet.com/
Keeper (now Double) - https://doublehq.com/
FloQast - https://www.floqast.com/
Aider (acquired by Karbon) - https://www.aider.ai/
Soraban - https://www.soraban.com/
Stanford Tax -
