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Transistor
π Get smarter faster by learning with other firm owners: https://jasononline.link/C563T
π A curated list of the apps I actually use and recommend: https://jasononline.link/A563T
βοΈ Leave me a voicemail at (1)516-980-4968!
In this episode, I revisit my 2025 tax tech predictions and break down what actually played out for accounting firms. We talk through where tax intake, delivery, workflow tools, and AI really moved forward, where things stalled, and why point solutions are still beating all-in-one platforms. I also share what surprised me most this year and what it all signals heading into 2026.
π° Today's Sponsors
Stanford Tax: http://stanfordtax.com/
Verito: https://verito.com/
MakersHub: https://makershub.ai/
Client Hub: https://clienthub.app/
π£οΈ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
By Jason Staats4.7
5757 ratings
Transistor
π Get smarter faster by learning with other firm owners: https://jasononline.link/C563T
π A curated list of the apps I actually use and recommend: https://jasononline.link/A563T
βοΈ Leave me a voicemail at (1)516-980-4968!
In this episode, I revisit my 2025 tax tech predictions and break down what actually played out for accounting firms. We talk through where tax intake, delivery, workflow tools, and AI really moved forward, where things stalled, and why point solutions are still beating all-in-one platforms. I also share what surprised me most this year and what it all signals heading into 2026.
π° Today's Sponsors
Stanford Tax: http://stanfordtax.com/
Verito: https://verito.com/
MakersHub: https://makershub.ai/
Client Hub: https://clienthub.app/
π£οΈ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

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