078 How To Build Your Accounting Firm Tech Stack
Jason On Firms Podcast
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How to Choose the Right App for Your Tax Firm
Using this system to manage requests as I still think the single greatest productivity unlocked that firms aren't leaning into. If you're a tax firm and you're not doing like requests lists up front, I would venture to guess your team's burning 25% of their time in tax season doing this. That is a functionality that is so core, so important that it needs to be really front of mind when you're building this new tech stack. Just don't get it wrong, right? Because changing the client experiences, that's no fun.
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