The 9 Most Asked Questions About Accounting Firm AI
š Get smarter faster by learning with other firm owners: https://www.rlz.io/ š© Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter āļø Leave me a voicemail at (1)516-980-4968! š§Ā Email me! [email protected] In this episode, I answer the nine AI questions I hear most often from accounting firms, covering how to securely use AI with client data, why I recommend Claude over ChatGPT and Copilot, where firms should start with AI, and practical workflows for QuickBooks, spreadsheets, email, and tax software. I also share my thoughts on the latest IRS AI guidance and why I disagree that AI savings should automatically lower client fees, then wrap up with a Mailbag on bank statement automation, QuickBooks MCPs, IT security, work papers, value pricing, and why I believe AI will make human expertise even more valuable. š„ Hereās that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZ... A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps š° Today's Sponsors Financial Cents: Book a demo here: https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users. Soraban: https://www.soraban.com/ MakersHub: https://makershub.com/get-started?utm... Canopy: getcanopy.com/jasonĀ Schedule a demo to see for yourself, and receive a $75 gift card after your demo // Chapters: 00:00 - The 9 Biggest AI Questions 01:43 - AI & Client Data Security 06:22 - Why Claude Beats Copilot 08:04 - Should You Switch from ChatGPT? 08:17 - Where Should You Start with AI? 10:50 - Building Your First AI Agent 14:49 - Best Beginner AI Use Cases 17:00 - AI & QuickBooks Automation 20:56 - Can AI Automate Tax Software? 23:20 - Should Clients Know You Use AI? 25:37 - IRS Says AI Should Lower Fees? 32:23 - Mailbag 32:48 - How Do I Automatically Fetch Bank Statements? 38:09 - Secure Client Credentials Without Sharing Passwords 40:44 - Are Traditional Work Papers Still Worth It? 44:05 - How Do You Handle AI Discount Requests? 47:22 - Can Claude Post Journal Entries to QuickBooks? 52:04 - Is Thomson Reuters Falling Behind on AI? 54:06 - IT Security for a New Fractional CFO Firm 56:20 - Does AI Kill Creativity and Advisory? 01:02:00 - Closing thoughts š£ļø Continue the discussion on social! X Ā Ā /Ā jasononfirmsĀ Ā LinkedIn Ā Ā /Ā jstaatsĀ Ā YouTube Ā Ā Ā /Ā @jasoncpaĀ Ā
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