# 629 This Data Shows The TECH Accounting Firms Are Using [New data from the world’s most advanced accounting firms] Page: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/629-this-data-shows-the-tech-accounting-firms-are-using-new-data-from-the-world-s-most-advanced-accounting-firms Text version: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/629-this-data-shows-the-tech-accounting-firms-are-using-new-data-from-the-world-s-most-advanced-accounting-firms.md Podcast: [Jason On Firms Podcast](https://stenobird.com/podcast/jason-on-firms-podcast-6263492) Published: 2026-07-28T08:36:45+00:00 Episode link: https://share.transistor.fm/s/ffb29416 Audio file: https://media.transistor.fm/ffb29416/ae207deb.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/jason-on-firms-podcast-6263492/episodes/629-this-data-shows-the-tech-accounting-firms-are-using-new-data-from-the-world-s-most-advanced-accounting-firms Duration seconds: 3270 ## 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 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… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/jason-on-firms-podcast-6263492/episodes/629-this-data-shows-the-tech-accounting-firms-are-using-new-data-from-the-world-s-most-advanced-accounting-firms/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/jason-on-firms-podcast-6263492/629-this-data-shows-the-tech-accounting-firms-are-using-new-data-from-the-world-s-most-advanced-accounting-firms.md` — 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.