Jason On Firms Podcast 558 2026 Tech Predictions for TAX Accounting Firms
Dec 29, 2025
Explore the exciting evolution of tax tech as Jason shares bold predictions for 2026. Learn why tax workflow features are becoming essential and the challenges posed by legacy software. Discover standout platforms that lead the market, and why specialization in practice management is on the rise. Jason also discusses the future of AI in tax, the growth of automation agencies, and the potential for significant acquisitions in the industry. Tune in for insights that could shape the future of tax firms!
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Tax Workflow Features Will Standardize
- Tax workflow tools will converge on the same core features as the category matures.
- Intake automation and automated delivery will become table stakes by 2026.
Adopt Workflow Tools With Intake & Delivery
- Do adopt a tax workflow solution that supports automated intake and delivery now.
- These features save huge time and are expected across platforms by end of 2026.
Practice Management Will Pick A Lane
- Practice management systems will specialize toward tax or bookkeeping firms.
- It's difficult to do both well, so vendors will choose a lane or focus on integrations.