Jason On Firms Podcast 556 2025 TAX Accounting Firm Tech Highlights
Dec 22, 2025
Join Jacob Marley, a playful co-host and tax tech enthusiast, as he dives into the future of accounting technology. They explore the rise of automated document intake and delivery systems, revealing how these innovations can save firms time and effort. The duo discusses the expanding landscape of tax workstation tools and the gradual adoption of AI across practices. With insights on emerging platforms and the potential of AI agents, this conversation offers a sneak peek into the evolution of tax preparation heading into 2026.
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Automate 1040 Intake Fully
- Use specialized intake tools (Stanford Tax, Sorban, Truss) to auto-generate document request lists and match client files.
- Stop assigning humans to check prior-year files; let intake automation handle completeness and follow-ups.
Make Delivery Automated And Clear
- Adopt automated delivery tools to deskill return delivery and present clear client to-dos, signatures, and payment links.
- Prioritize intake automation first because it yields larger immediate time savings than delivery features.
Tax Workflow Is Its Own Ecosystem
- Tax workflow has become its own investment-heavy ecosystem distinct from core tax software.
- Firms buy workflow layers because tax software vendors lag on the fastest innovation areas.