About this episode

This episode discusses the evolving role of AI in tax firms and the implications for workflows and professional judgment.

In this episode, we explore the rapidly changing role of artificial intelligence in the tax and accounting profession. What began as simple AI-generated emails and content creation is quickly evolving into agent-based systems capable of performing real work across firm workflows. Drawing on conversations from industry events and firsthand experiences with firms and clients, we discuss why many believe we're at a major inflection point for AI adoption. Topics include the rise of AI agents, client expectations, the challenges of establishing a reliable "source of truth," and the growing need for governance, testing, and validation as firms automate sensitive processes. The discussion also tackles one of the profession's biggest questions: How do firms preserve professional judgment and develop future talent when more routine work is handled by AI? From structured versus unstructured data to workflow transformation and client service, this episode examines where AI is delivering value today—and where human expertise remains essential. Key topics include: The transition from AI experimentation to AI-powered workflows Why agentic AI could transform tax and advisory services…

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