About this episode

In this episode, Jason Staats answers the most frequently asked questions about AI in accounting firms, discussing practical applications and security concerns.

🚀 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 answer the nine AI questions I hear most often from accounting firms, covering how to securely use AI with client data, why I recommend Claude over ChatGPT and Copilot, where firms should start with AI, and practical workflows for QuickBooks, spreadsheets, email, and tax software. I also share my thoughts on the latest IRS AI guidance and why I disagree that AI savings should automatically lower client fees, then wrap up with a Mailbag on bank statement automation, QuickBooks MCPs, IT security, work papers, value pricing, and why I believe AI will make human expertise even more valuable. 🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps 💰 Today's Sponsors Financial Cents: Book a demo here: https://hubs.li/Q03PYVrp0 and use…

People in this episode

Host: Jason Staats

Topics covered

• AI in accounting
• client data security
• accounting firm workflows
• IRS AI guidance
• bank statement automation
• value pricing

Keywords

• accounting firm AI
• client data
• AI workflows
• IRS guidance
• automation
• value pricing
• financial technology

Sponsors

Financial Cents, Soraban, MakersHub, Canopy

Mentioned in this episode

Organizations: IRS

Products: Claude, ChatGPT, Copilot, QuickBooks, spreadsheets, email, tax software

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