AI Won't Replace CPAs. It'll Free Them to Do Work That Actually Matters
From Accountant's Flight Plan by Brannon Poe; Poe Group Advisors
January 28, 2026 · 43 min
About this episode
Rachel Ferris discusses how strategic use of AI can enhance the work of CPAs rather than replace them.
The firms winning with AI aren't the ones implementing every tool they can find. They're the ones being strategic about what actually moves the needle. Rachel Ferris learned this firsthand when she built TaxStack AI, not because she wanted to start a software company, but because she needed a solution that didn't exist. As a tax advisor specializing in Puerto Rico's Act 60, she was spending hours researching complex state-specific cases. ChatGPT seemed like the answer, until it started citing...
People in this episode
Host: Brannon Poe
Guest: Rachel Ferris
Topics covered
- AI in accounting
- tax advisory
- strategic implementation
- software solutions
- Puerto Rico tax law
Keywords
- AI
- CPAs
- TaxStack AI
- Puerto Rico
- Act 60
- ChatGPT
- tax advisory
- software solutions
Mentioned in this episode
Organizations: TaxStack AI
Products: ChatGPT
Books & works: Act 60
Places: Puerto Rico
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