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047 How To Build An Accounting Firm To Sell

Jason On Firms Podcast

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The Importance of Integrating AI Into Your Practice Management System

The most useful thing AI is going to do for us in the near term is generative reply suggestions along with documents like something that can see into projects and documents. There's an increasing amount of value and all in one solutions when AI can see across all of the stuff that it's connected to. So if you're hitting your wagon to something today, you need to have AI conversations with them, ask them how they're leaning into this stuff. And then consider whether that suite is going to have any kind of email tech or not.

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