Episode
604 Two Incredible Claude Cowork Updates for Accounting Firms [The two best updates of 2026]
- Podcast
- Jason On Firms Podcast
- Published
- May 1, 2026
- Duration seconds
- 4368
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/efe3ec07
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Summary
🚀 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! [email protected] In this episode, I break down two major Claude updates for accounting firms: Live Artifacts and Claude Design. I explain how Live Artifacts can become a personal dashboard across email, calendar, practice management, and month-end tools, and why AI agents working across apps may matter more than AI built inside one app. I also walk through how Claude could generate financial reports, slide decks, landing pages, and even workpaper documentation. Then I answer questions on going national with a niche firm, replacing SafeSend, building referral partnerships, changing tech stacks, using AI safely, and when to hire for a nonprofit accounting firm. 🎤 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 Cloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidates Soraban: https://www.soraban.com/ Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats Missive: https://missiveapp.com/jason Canopy: g etcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo // Chapters: 00:00 - Claude updates + nationwide growth 01:25 - Claude Live Artifacts explained 04:02 - Building a personal AI dashboard 10:16 - Should PM systems be worried? 17:31…