Cutting Through the AI Noise: What Accounting Firms Actually Need Right Now

Every week a new AI tool promises to transform your practice. For most accounting firms, the problem isn’t finding more technology. It’s getting the foundation right so the tech they already have supports the work. In this Tax Talks session, Jonathan Young, VP of Marketing at SmartVault, sits down for a candid conversation about workflow friction, the hidden costs of app sprawl, what to look for when evaluating AI solutions with client data on the line, and what separates firms that are modernizing successfully from those spinning their wheels year after year.