602 How Accounting Firms Pick Software Just Changed
About this episode
In this episode, Jason Staats discusses how AI agents are transforming the software selection process for accounting firms.
Here’s that Delphi app we discussed in Nerd corner https://www.delphi.ai/ And a link to my own Delphi assistant https://www.delphi.ai/jasonstaats/chat 🚀 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 In this episode, I break down how AI agents are changing the way accounting firms should think about their tech stack. We’re in the middle of tech selection season, but AI is moving so fast that traditional buying decisions don’t really make sense anymore. I walk through eight major shifts, from why you shouldn’t lock into long term software contracts. I also explain how switching tools is getting easier, why audit logs suddenly matter, and how AI is changing hiring and outsourcing decisions. 🎤 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…
People in this episode
Host: Jason Staats
Topics covered
- accounting firms
- AI technology
- software selection
- tech stack
- outsourcing decisions
- long term contracts
Sponsors
TeamUp, Soraban, Makershub, Missive, Canopy
Mentioned in this episode
Organizations: Delphi, RLZ, Jason On Firms
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- 598 Managing PHONE Calls In An Accounting Firm [How this should look in 2026]
- 597 5 Ways to Speed Up REVIEW in your Accounting Firm [Solving your most expensive logjam]
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