# 611 The Most Important Software in your Accounting Firm [And the cost of getting it wrong]

Page: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/611-the-most-important-software-in-your-accounting-firm-and-the-cost-of-getting-it-wrong
Text version: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/611-the-most-important-software-in-your-accounting-firm-and-the-cost-of-getting-it-wrong.md
Podcast: [Jason On Firms Podcast](https://stenobird.com/podcast/jason-on-firms-podcast-6263492)
Published: 2026-05-26T08:40:50+00:00
Episode link: https://share.transistor.fm/s/4425a189
Audio file: https://media.transistor.fm/4425a189/c1ae3f6b.mp3
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JSON: https://stenobird.com/v1/public/podcasts/jason-on-firms-podcast-6263492/episodes/611-the-most-important-software-in-your-accounting-firm-and-the-cost-of-getting-it-wrong
Duration seconds: 3297

## 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 In this episode, I break down why practice management systems become such a nightmare for accounting firms and the six biggest traps firms fall into when selecting, migrating, and rolling out a PM platform. I explain why there’s no perfect system, why demos are misleading, how firms overload their teams with change, and why client portals fail adoption. Then I speedrun listener questions on AI pricing, niching risk, automating client back offices, workflow bottlenecks, and whether AI threatens accounting firms. I also debut a new segment. 🎤 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/ Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo // Chapters: 00:00 - Practice management systems are high-stakes 01:21 - Dirty Dozen+ PM headaches 02:01 - The 6 biggest PM traps 14:17 - PM setup, migration, and adoption mistakes 24:07 - Roast My Podcast Reviews 31:24 - Mailbag 32:02 - Human vs AI accounting work 41:13 - Is AI replacing accounting firms?…

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