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๐ Get smarter faster by learning with other firm owners: https://jasononline.link/C565T
๐ A curated list of the apps I actually use and recommend: https://jasononline.link/A565T
โ๏ธ Leave me a voicemail at (1)516-980-4968!
In this episode, I lay out my 2026 tech predictions for tax firms and what they should actually pay attention to right now. I cover where tax workflow tools are becoming table stakes, why all-in-one platforms are still falling behind, whatโs likely to change around review, research, and entity work, and where legacy vendors may finally be forced to move. I also share where I think real progress will come from over the next year and what firms should plan for next.
๐ฐ Today's Sponsors
Soraban: https://www.soraban.com/
Verito: https://verito.com/
MakersHub: https://makershub.ai/
Financial Cents: https://hubs.li/Q03mLr_x0 U
se code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
๐ฃ๏ธ 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
๐ Get smarter faster by learning with other firm owners: https://jasononline.link/C565T
๐ A curated list of the apps I actually use and recommend: https://jasononline.link/A565T
โ๏ธ Leave me a voicemail at (1)516-980-4968!
In this episode, I lay out my 2026 tech predictions for tax firms and what they should actually pay attention to right now. I cover where tax workflow tools are becoming table stakes, why all-in-one platforms are still falling behind, whatโs likely to change around review, research, and entity work, and where legacy vendors may finally be forced to move. I also share where I think real progress will come from over the next year and what firms should plan for next.
๐ฐ Today's Sponsors
Soraban: https://www.soraban.com/
Verito: https://verito.com/
MakersHub: https://makershub.ai/
Financial Cents: https://hubs.li/Q03mLr_x0 U
se code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
๐ฃ๏ธ 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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