Jason On Firms Podcast 558 2026 Tech Predictions for TAX Accounting Firms
Dec 29, 2025
Explore the exciting evolution of tax tech as Jason shares bold predictions for 2026. Learn why tax workflow features are becoming essential and the challenges posed by legacy software. Discover standout platforms that lead the market, and why specialization in practice management is on the rise. Jason also discusses the future of AI in tax, the growth of automation agencies, and the potential for significant acquisitions in the industry. Tune in for insights that could shape the future of tax firms!
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Entity Tax Workflow Needs More Investment
- Investment will expand from 1040 automation into entity tax workflow.
- Entity work still lacks modern competitors and needs more automation tools.
Legacy Players Will Acquire Startups
- Expect acquisitions of leading tax workflow platforms by legacy vendors.
- Acquisitions signal market opportunity but often slow further product innovation.
Automated Tax Review Is Tricky But Promising
- Automated tax review will gain attention but is technically very hard.
- Useful progress likely comes from structured exports (XML) or agents that crawl tax software.