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Resource Topic: Artificial Intelligence (AI)

Why Accountants Are Right to Be Cautious About AI

What the concerns are actually about Data security sits at the top of the list for a reason. According to Accounting Today, 83% of accountants are concerned about AI exposing client data — and that concern maps directly to something that’s already happening. In early 2025, one major accounting software provider temporarily suspended its AI […]

Fragmented Accounting Workflows: Why Busy Doesn’t Mean Productive

It’s 7pm on a Thursday in late February. You’ve been at it for 12 hours. You updated client statuses, moved files, reconciled version conflicts, sent dozens of emails. You feel accomplished. But how many billable hours did you log today? For a lot of firms, the answer is close to zero — and that’s the […]

3 Questions Every Accounting Firm Should Ask Before Adopting AI

If your firm is evaluating AI tools for tax client intake — or any AI-powered workflow — the right move is to ask hard questions before you buy. The CPA.com AI Working Group agrees. Their AI Due Diligence Guide identifies five things every firm should verify before adopting AI tools. Three are questions with direct, […]

AI and the Future of Tax Workpapers: How Automation is Changing the Way Firms Work

There is a step in every tax workflow — specifically in tax workpaper creation — that firms have learned to live with rather than solve. The client submits their documents, then down the line, the reviewer eventually opens the file. In between, someone on staff downloads everything, saves documents to the right folders, checks what’s […]

Visibility Isn’t Control: Why Tax Prep Still Feels Out of Control

Between status dashboards, project management tools, and color-coded trackers showing exactly where every return sits at any given moment, most firms have more visibility than ever before. And yet, tax prep still feels like it could tip at any moment. You can see exactly where things are backing up — like watching traffic slow to […]

The Growth Ceiling Most Tax Firms Don’t See Coming

Most firms aren’t in full crisis mode, falling apart or having to shut their doors because they can’t keep up with the workload. Sure, tax season is exhausting, and there are more late nights than anyone would like. But ultimately the work gets done: returns get filed, clients are feeling alright, and the team makes […]

Why Tax Prep Still Feels Broken

Most firms didn’t design their workflow. They assembled it, one tool at a time, from systems that were never meant to work together. That fragmentation is why tax season still feels harder than it should — even when your tech stack looks more modern than ever. This guide shows you where the breakdown happens, and […]

The Myth of the Modern Accounting Tech Stack (and Why More Isn’t Better)

Missed Little League games. Relaxation reminders on your smart watch. Chasing down clients, documents, and another cup of coffee because it’s going to be a late night. You thought your new intake platform and e-signature app would make things smoother — less stress, less chaos. Instead, you’re stuck managing multiple platforms on top of client […]

Why Fragmented Workflows Feel Productive (Until They Don’t)

It’s 7:00 pm on a Thursday in late February — peak busy season. You finally lean back from your desk, stretch, and exhale. Another 12-hour day down. Despite the long day, you feel accomplished. You spent all day updating client statuses. Moving documents between platforms. Reconciling version conflicts. Sending 47 emails. Feels productive, doesn’t it? […]

What “Control” Actually Means in an Accounting and Tax Firm

Most firm owners will tell you they’re in control. Without even looking at their computers, they can tell you exactly where every client file is, the status of projects, and which returns are with preparers, which are in review, and which are waiting on client signatures. Sometimes that’s true. If a well-designed system is surfacing […]

Client Intake + AI: The Document Foundation Firms are Missing

Adding AI to our tech stack doesn’t automatically make work faster, more accurate, or more secure. That’s because AI is only as effective as the data it’s built on. In this session, we’ll explore why document and data management must be the foundation of any firm’s AI strategy, especially during tax season, when accuracy, compliance, […]

If Client Intake is Automated, Why Does It Still Take Hours?

Your client shares their source documents and exhales — “Cool. I did my part,” they think as they shut down for the night. The work is officially in your hands. But before your team can start the return, someone has to figure out where everything landed. The engagement letter lives in the eSignature tool. Source […]

How Firms Unintentionally Add Chaos to the Tax Prep Workflow

Every year, firms tell themselves the same story: “Next tax season will be different. We’ll get ahead of it this time.” That promise usually comes right after a decision to add something new to the tech stack — a tool meant to fix a very specific pain point. But then January hits, and within two […]

Stop Waiting on Clients to “Get Ready” for AI

Every year, tax season follows a familiar rhythm: a slow January, a hopeful February — and then a sudden compression where half your workload lands in your lap at once. Even with better tools and tighter workflows, the pattern persists: Clients drift toward email Documents arrive late Information trickles in long after it should But […]

The Tax Professional’s Guide to Talking About AI (When Clients Think It’s Risky)

AI adoption in the accounting profession is skyrocketing… but client trust isn’t keeping up. 73% of firms are already using some form of AI The global AI-in-accounting market has reached billions Yet nearly half of U.S. adults say they’re more concerned than excited about AI Your clients are forming their own opinions about AI, and […]