Jason On Firms Podcast

450 The WILDEST Tech Stack I’ve Ever Seen in an Accounting Firm

Apr 30, 2025

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ANECDOTE

Unique Tech Stack in Accounting

This Canadian firm uses a unique tech stack combining LiveFlow, Copilot, and Uncat for custom client portals.
They embed live financials, messaging, uncategorized transactions, and even AI-generated podcasts in the portal.

ANECDOTE

Offshore Hiring Success Story

Jason Staats shares a personal story about offshore hiring that transformed his firm's hiring approach.
He hired four people from the Philippines, improving efficiency and changing cost structures.

ADVICE

Use Freemium Client Portals

Offer free, valuable resources through client portals to engage prospects without direct selling.
This freemium strategy can attract and nurture leads with minimal effort from the firm.

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