Jason On Firms Podcast 391 Tax Tech Predictions for 2025!
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Jan 1, 2025 As we approach 2025, exciting advancements in tax technology are on the horizon. The discussion highlights the importance of specialized tools and automation to streamline workflows. Innovations from companies like Liveflow promise to improve client interactions significantly. AI is transforming tax research and even the legal system, revolutionizing how firms operate. Additionally, we explore the future of tax preparation software and how AI will reshape user experiences and workflows.
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Exploding Tax Workflow Ecosystem
- The tax workflow ecosystem is expanding rapidly.
- Embrace these tools to boost efficiency.
Tax Workflow vs. PMs
- Tax workflow tools challenge the dominance of practice management systems (PMs).
- They offer more specialized solutions for core tax firm processes.
AI-Powered Research
- Leverage AI-powered research tools like Perplexity and ChatGPT.
- Use specific prompts to get targeted, authoritative answers, improving research quality.