About this episode
? Get smarter faster by learning with other firm owners: https://jasononline.link/C565T ? A curated list of the apps I actually use and recommend: https://jasononline.link/A565T ?? Leave me a voicemail at (1)516-980-4968! In this episode, I lay out my 2026 tech predictions for tax firms and what they should actually pay attention to right now. I cover where tax workflow tools are becoming table stakes, why all-in-one platforms are still falling behind, what’s likely to change around review, research, and entity work, and where legacy vendors may finally be forced to move. I also share where I think real progress will come from over the next year and what firms should plan for next. ? Today's Sponsors Soraban: https://www.soraban.com/ Verito: https://verito.com/ MakersHub: https://makershub.ai/ 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 ?? Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
