# 621 The 9 Most Asked Questions About Accounting Firm AI [AI for accounting firms] Page: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/621-the-9-most-asked-questions-about-accounting-firm-ai-ai-for-accounting-firms Text version: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/621-the-9-most-asked-questions-about-accounting-firm-ai-ai-for-accounting-firms.md Podcast: [Jason On Firms Podcast](https://stenobird.com/podcast/jason-on-firms-podcast-6263492) Published: 2026-06-30T09:20:03+00:00 Episode link: https://share.transistor.fm/s/7da455d8 Audio file: https://media.transistor.fm/7da455d8/103f0973.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/jason-on-firms-podcast-6263492/episodes/621-the-9-most-asked-questions-about-accounting-firm-ai-ai-for-accounting-firms Duration seconds: 3732 ## Resource πŸš€ Get smarter faster by learning with other firm owners: https://www.rlz.io/ πŸ“© 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! πŸ“§ Email me! jason@jasononfirms.com In this episode, I answer the nine AI questions I hear most often from accounting firms, covering how to securely use AI with client data, why I recommend Claude over ChatGPT and Copilot, where firms should start with AI, and practical workflows for QuickBooks, spreadsheets, email, and tax software. I also share my thoughts on the latest IRS AI guidance and why I disagree that AI savings should automatically lower client fees, then wrap up with a Mailbag on bank statement automation, QuickBooks MCPs, IT security, work papers, value pricing, and why I believe AI will make human expertise even more valuable. πŸ”₯ Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12agπŸ“š A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps πŸ’° Today's Sponsors Financial Cents: Book a demo here: https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users. Soraban: https://www.soraban.com/ MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo // Chapters: 00:00 - The 9 Biggest AI Questions 01:43 - AI & Client Data Security 06:22 - Why Claude Beats Copilot 08:04 - Should You Switch from ChatGPT? 08:17 - Where Should You Start with AI? 10:50 - Building Your First AI Agent 14:49 - Best Beginner AI… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/jason-on-firms-podcast-6263492/episodes/621-the-9-most-asked-questions-about-accounting-firm-ai-ai-for-accounting-firms/transcription-requests` β€” Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/jason-on-firms-podcast-6263492/621-the-9-most-asked-questions-about-accounting-firm-ai-ai-for-accounting-firms.md` β€” Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.