# 594 6 Recent Can’t Miss AI Agent Updates for Accounting Firms [New releases you must have on your radar]

Page: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/594-6-recent-can-t-miss-ai-agent-updates-for-accounting-firms-new-releases-you-must-have-on-your-radar
Text version: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/594-6-recent-can-t-miss-ai-agent-updates-for-accounting-firms-new-releases-you-must-have-on-your-radar.md
Podcast: [Jason On Firms Podcast](https://stenobird.com/podcast/jason-on-firms-podcast-6263492)
Published: 2026-03-27T08:18:09+00:00
Episode link: https://share.transistor.fm/s/f632df96
Audio file: https://media.transistor.fm/f632df96/37900d93.mp3
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Duration seconds: 3772

## Resource

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/ 📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter ☎️ Leave me a voicemail at (1)516-980-4968! 📧 Email me! jason@jasononfirms.com IIn this episode, I break down the latest AI agent updates and why tools like Claude Cowork are getting dangerously close to doing real production work inside accounting firms. I walk through what’s actually possible today, where the security risks still are, and why firms need to start learning this now even if they can’t fully trust it yet. I also share details on my upcoming workshop tour and answer practical questions on pricing, websites, and using AI in real firm scenarios. 🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events 🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag 📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps 💰 Today's Sponsors Soraban: https://www.soraban.com/ Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates Financial Cents: https://hubs.li/Q03mLr_x0 Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users. Verito: https://verito.com/ TeamUp: https://www.hireteamup.com/jason // Chapters: 00:00 - Intro and AI agent overview 02:00 - What AI agents can do today and security risks 10:50 - Claude Cowork vs ChatGPT 17:00 - Real AI use cases and feature updates 22:20 - Workshop tour and event details 32:49 - Mailbag intro 37:20 - Mailbag: marketing, pricing, and firm decisions 52:10 - Mailbag: AI tools and operations 🗣️ Continue the discussion on social! X https://twitter.com/jason…

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## Transcript

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