713 Accounting Firms Said To Use THIS TECH [”It cost us $1.5M in writeoffs”]
Jason On Firms Podcast
AI Automating 1040 Intake
Jason introduces AI tools like Sorban for automating 1040 intake, data entry, and tax workflow efficiency.
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In this episode, I break down real data from 700+ accounting firms on how they’re actually choosing and switching practice management systems, and what most firms get wrong in that process. I share key lessons around sales demos, implementation mistakes, and why peer insights matter more than vendor promises. Then I zoom out to how AI could reshape compliance and what that means for the future role of accounting firms. We close with a mailbag on niching, pricing confidence, side hustles, and how to think about your firm as you grow.
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🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps
📌 If you’ve never used my PM recommendation tool: https://www.jasononfirms.com/pmrec
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💰 Today's Sponsors
TeamUp: https://www.hireteamup.com/jason
Soraban: https://www.soraban.com/
Verito: https://verito.com/
Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats
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.
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates
// Chapters:
00:00 - Choosing practice management the wrong way
02:30 - What data from 700+ firms actually shows
06:30 - How to evaluate and pick the right tool
09:00 - Why implementation matters more than the software
11:30 - Where general tools break for accounting firms
14:30 - Community and peer insights vs vendor messaging
20:30 - AI and the future of compliance work
28:30 - How AI changes the role of accountants
40:30 - How to choose a niche that actually works
44:30 - Outgrowing your clients as your firm scales
48:30 - Side hustle vs committing to a firm
🗣️ Continue the discussion on social!
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YouTube https://www.youtube.com/@jasoncpa
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