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IIn this episode, I break down the latest AI agent updates and why tools like Claude Cowork are getting dangerously close to doing real production work inside accounting firms. I walk through what’s actually possible today, where the security risks still are, and why firms need to start learning this now even if they can’t fully trust it yet. I also share details on my upcoming workshop tour and answer practical questions on pricing, websites, and using AI in real firm scenarios.

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// Chapters:
00:00 - Intro and AI agent overview
02:00 - What AI agents can do today and security risks
10:50 - Claude Cowork vs ChatGPT
17:00 - Real AI use cases and feature updates
22:20 - Workshop tour and event details
32:49 - Mailbag intro
37:20 - Mailbag: marketing, pricing, and firm decisions
52:10 - Mailbag: AI tools and operations

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594 6 Recent Can’t Miss AI Agent Updates for Accounting Firms [New releases you must have on your radar]

Jason On Firms Podcast