E556 - 556 2025 TAX Accounting Firm Tech Highlights

Transistor
🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C563T
📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A563T

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

In this episode, I revisit my 2025 tax tech predictions and break down what actually played out for accounting firms. We talk through where tax intake, delivery, workflow tools, and AI really moved forward, where things stalled, and why point solutions are still beating all-in-one platforms. I also share what surprised me most this year and w...