{"podcast":{"title":"Jason On Firms Podcast","slug":"jason-on-firms-podcast-6263492","podcast_index_feed_id":6263492,"rss_url":"https://feeds.transistor.fm/jason-daily","website_url":"https://www.jasononfirms.com/","image_url":"https://img.transistorcdn.com/7dh8LbMvEikr3QIDCao5mk1Mb0ELj-YzcSWIHH-j8FA/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iNThj/YTBiMmVkMDA4ZjNm/YWY0MGU5Yjk0MzFh/M2YxNi5wbmc.jpg","author":"Jason Staats","episode_count":628,"summary":"I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms","last_synced_at":"2026-07-24T16:20:50.244279+00:00","page_url":"https://stenobird.com/podcast/jason-on-firms-podcast-6263492"},"episode":{"title":"594 6 Recent Can’t Miss AI Agent Updates for Accounting Firms [New releases you must have on your radar]","slug":"594-6-recent-can-t-miss-ai-agent-updates-for-accounting-firms-new-releases-you-must-have-on-your-radar","published_at":"2026-03-27T08:18:09+00:00","page_url":"https://stenobird.com/podcast/jason-on-firms-podcast-6263492/594-6-recent-can-t-miss-ai-agent-updates-for-accounting-firms-new-releases-you-must-have-on-your-radar","show_page_url":"https://stenobird.com/podcast/jason-on-firms-podcast-6263492","url":"https://share.transistor.fm/s/f632df96","audio_url":"https://media.transistor.fm/f632df96/37900d93.mp3","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! jason@jasononfirms.com IIn this episode, I break down the latest AI agent updates and why tools like Claude Cowork are getting dangerously close to doing real production work inside accounting firms. I walk through what’s actually possible today, where the security risks still are, and why firms need to start learning this now even if they can’t fully trust it yet. I also share details on my upcoming workshop tour and answer practical questions on pricing, websites, and using AI in real firm scenarios. 🎤 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 Soraban: https://www.soraban.com/ Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates Financial Cents: https://hubs.li/Q03mLr_x0 Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users. Verito: https://verito.com/ TeamUp: https://www.hireteamup.com/jason // Chapters: 00:00 - Intro and AI agent overview 02:00 - What AI agents can do today and security risks 10:50 - Claude Cowork vs ChatGPT 17:00 - Real AI use cases and feature updates 22:20 - Workshop tour and event details 32:49 - Mailbag intro 37:20 - Mailbag: marketing, pricing, and firm decisions 52:10 - Mailbag: AI tools and operations 🗣️ Continue the discussion on social! X https://twitter.com/jason…","meta_description":"🚀 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 e…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3772,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/jason-on-firms-podcast-6263492/episodes/594-6-recent-can-t-miss-ai-agent-updates-for-accounting-firms-new-releases-you-must-have-on-your-radar/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/jason-on-firms-podcast-6263492/594-6-recent-can-t-miss-ai-agent-updates-for-accounting-firms-new-releases-you-must-have-on-your-radar.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}