Jason On Firms Podcast 594 6 Recent Can’t Miss AI Agent Updates for Accounting Firms [New releases you must have on your radar]
Mar 27, 2026
A fast tour of recent AI agent advances that are reshaping accounting workflows. Discussion of tools gaining desktop control, scheduled automation, and remote-triggered tasks. Deep dives into security tradeoffs, sharing and storage limits, and enterprise controls that firms will need. Announcements about an upcoming workshop tour and practical Q&A on pricing, websites, and staffing.
AI Snips
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Transcript
Episode notes
Local Project Folders Break Traditional SaaS Security Models
- Cowork projects create a local folder per project which stores files the agent can edit, complicating team sharing and security.
- Because projects live on local machines, traditional SaaS security models and SOC2 don't map cleanly.
Schedule Co-Work Tasks For Recurring Desktop Work
- Use co-work scheduled tasks to automate recurring desktop jobs like nightly imports or file transfers.
- Toggle the keep-awake option so your machine stays online when scheduled automations run.
Remote Phone Control Extends Cowork's Reach
- Remote control links your Cowork desktop to your phone so you can trigger and monitor agent work from anywhere while your machine is awake.
- The agent can send screenshots back to phone conversations for quick troubleshooting.