Jacob Marley

Guest/co-host on this episode participating in conversational banter and walking through the show's 2025 tax tech predictions; presented in the episode as a special co-host figure (a playful reference to the Charles Dickens character).

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Dec 22, 2025 • 47min

556 2025 TAX Accounting Firm Tech Highlights

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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