Episode
629 This Data Shows The TECH Accounting Firms Are Using [New data from the world’s most advanced accounting firms]
- Podcast
- Jason On Firms Podcast
- Published
- Jul 28, 2026
- Duration seconds
- 3270
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/ffb29416
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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 exclusive data from more some of the most progressive accounting firms to reveal which tech stacks firms actually use at every stage of growth. I also roast a listener’s proposed tech stack, share practical AI and marketing recommendations, answer questions about KPIs, niching, Google Business Profiles, accounting careers in the AI era, and explain how I create content for YouTube. 🔥 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 Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates Financial Cents: Book a demo https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users. Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staats Soraban: https://www.soraban.com/ Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes // Chapters: 00:00 - Biggest Tech Stack Survey Yet 01:01 - Practice Management by Firm Size 06:05 - Most-Loved Accounting Apps 08:49 - Marketing That Actually Works 11:20 - Delegate Your Inbox Smarter 13:13 - AI’s Hidden Data Advantage 16:15 - 🔥 Roast My Tech Stack 18:53 - Workflow vs Practice Management 20:47 - Bookkeeping or Tax First? 22:35 - AI Accounting Stack Picks 24:05 - Build a Smarte…