Episode
625 Should Accounting Firms Build Their Own Software? [Actually.. here’s where it makes sense]
- Podcast
- Jason On Firms Podcast
- Published
- Jul 14, 2026
- Duration seconds
- 4549
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/58d0d814
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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 what firms are actually creating, from custom integrations and reporting tools to trial balance workflows, and give my red-light/green-light take on what’s worth building. I also speedrun the latest AI releases, talk through whether small firms really need a practice management system, and answer questions about AI costs, offshoring, browser automation, and preparing your team for an AI-first accounting firm. 🔥 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 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 Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staats Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes // Chapters: 00:00 - Building Your Own Firm Software 02:07 - How Firms Are Building Software 04:08 - What Accounting Firms Are Building 10:17 - What Should You Actually Build? 18:13 - What Custom AI Apps Look Like 25:2…