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My name’s Jason, I used to run a $5M accounting firm, now I help accountants around the world build better firms. I’m the founder of a 500-firm private community that’s shaping the future of small-firm ownership for the better.
In this video, I break down 11 AI tools for tax firms, including 9 worth using and 2 to avoid. See how platforms like Magnetic, Juno, and Soraban are reshaping tax prep, where they work best, and where they still fall short.
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//Chapters
00:00 – AI Tax Tech Is Changing Everything
00:41 – Magnetic: Automating Tax Data Like Magic
01:53 – Juno: The Ultimate Tax Sidekick
03:21 – Filed: Smarter Data Capture for 1040 Prep
04:42 – StanfordTax: Intake Automation on Autopilot
06:37 – TaxGPT: AI Research That Reviews, Too
07:38 – HubSync: Client Experience Meets AI Power
08:59 – Soraban: All-in-One Tax Workflow Solution
10:25 – Cloud Accountant Staffing: Are You Prepared for Next Tax Season?
12:00 – BlueJ: The $122M Bet on AI Tax Research
13:34 – Stay Away From These Platforms!
15:34 – SafeSend: Making Tax Delivery Effortless
16:48 – How to Know What to Choose?
18:15 – Truss: Intake + Delivery, AI Style
18:45 – ChatGPT Agent & The Future of Tax Workflow
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