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In this episode, I compress a full year of accounting tech updates into one deep dive to help firms lock in their software decisions before year-end. I break down what changed across accounting ledgers, practice management, month-end close, tax workflow, tax software, proposal tools, meeting assistants, and generalist AI, including which tools moved into my leader categories and which AI features are actually worth paying attention to. I also explain why MCPs, AI agents, and computer use are becoming the biggest trends in accounting tech, while making the case that firms should still build next year’s stack around proven software instead of unreleased promises.

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// Chapters:
00:00 - The 2026 Tech Update
01:20 - Cutting Through AI Hype
02:05 - The App Categories
03:10 - Accounting Ledgers
04:00 - New Ledger Leaders
04:55 - QuickBooks Online Updates
06:05 - Intuit Accountant Suite
07:20 - Books Close
08:10 - Digits Updates
09:35 - Kik and MCP
11:45 - Practice Management
12:15 - The Four PM Leaders
13:00 - Canopy Updates
16:45 - Canopy Tax Workflow
17:15 - TaxDome Updates
19:20 - Financial Cents Updates
20:30 - Karbon Updates
23:50 - Month-End Close Automation
24:10 - Double Updates
26:20 - Ramp Stack
28:50 - Tax Workflow
29:00 - New Tax Workflow Leaders
29:10 - TallyFor
32:20 - Filed
33:20 - Filed Pro Work
35:05 - Stanford Tax
35:35 - Soraban
36:30 - Truss
37:45 - Tax Software
38:45 - ProConnect Updates
39:15 - Drake Smart Extract
40:15 - UltraTax Updates
41:55 - Proposal Tools
42:35 - Anchor Updates
43:40 - Ignition Updates
44:20 - Meeting Assistants
44:50 - Ping
45:45 - Abacore and Vinyl
46:15 - Better Client Meetings
49:40 - Generalist AI Assistants
50:45 - Claude Updates
52:00 - ChatGPT’s Comeback
52:35 - Computer Use AI
54:30 - AI Using Your Apps
55:05 - Grokbot
57:00 - What Actually Changed
57:35 - Lock In Your Tech Stack
58:50 - Closing Thoughts

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644 Recapping The Summer’s Biggest Tech Announcements for Accounting Firms [And how to lock in your 2027 tech decisions now]

Jason On Firms Podcast

644 Recapping The Summer’s Biggest Tech Announcements for Accounting Firms [And how to lock in your 2027 tech decisions now]