🚀 Learn what’s actually working alongside nearly 700 firm owners: https://jasononline.link/C558T
📩 Stay on top of accounting firm tech and AI with my weekly newsletter: https://jasononline.link/N558T

🎥 Check out the FULL replay of the entire WorkflowCon event here! https://hubs.li/Q03VYXqR0 

☎️ Leave me a voicemail at (1)516-980-4968!

In this episode, I share a live Q&A from WorkflowCon on how AI is actually fitting into client communication at accounting firms. We talk about where AI helps today, why chasing clients for info is still the biggest bottleneck, and how tools like meeting transcripts can make teams faster without hurting client trust. I also get into why firms should start capturing context now, how to think about AI security, and where human judgment still matters most.

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa