🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C565T
📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A565T

☎️ Leave me a voicemail at (1)516-980-4968!

In this episode, I lay out my 2026 tech predictions for tax firms and what they should actually pay attention to right now. I cover where tax workflow tools are becoming table stakes, why all-in-one platforms are still falling behind, what’s likely to change around review, research, and entity work, and where legacy vendors may finally be forced to move. I also share where I think real progress will come from over the next year and what firms should plan for next.

💰 Today's Sponsors
Soraban: https://www.soraban.com/
Verito: https://verito.com/
MakersHub: https://makershub.ai/
Financial Cents: https://hubs.li/Q03mLr_x0 U
se code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

558 2026 Tech Predictions for TAX Accounting Firms

Jason On Firms Podcast