Jason On Firms Podcast 573 This Accounting Firm Tech Is Dying ☹️ [The tech every firm needs to avoid]
Feb 2, 2026
A rapid tour of which accounting tech categories are dying and which are thriving. A look at autonomous AI agents that work across apps and what that means for firm workflows. A blunt review of a real firm tech stack with practical quick wins like ditching on-site servers. Short mailbag bites on pricing, intake automation, spend platforms, and AI note-takers.
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Episode notes
Month-End Automation Is Transformative
- Month-end close automation is one of the biggest recent shifts; tools like Double reinvent this overlay category above ledgers.
- Jason Staats warns Intuit's Books Close is early and recommends buying established month-end automation leaders instead.
Document Management As A Standalone Is Dead
- Standalone document management is effectively dead in the US because practice management systems now handle document storage and client access.
- Jason Staats recommends keeping client-facing docs where clients can self-serve via the practice management system.
AI Will Redefine Tax Research
- AI is transforming tax research from static libraries into dynamic assistants that may eventually assert correctness and perform QA.
- Jason Staats sees tax research evolving toward AI-driven quality assurance and decision-making, exemplified by Blue J Tax's growth.
