644 Recapping The Summer’s Biggest Tech Announcements for Accounting Firms [And how to lock in your 2027 tech decisions now]

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 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☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I compress a full year of accounting tech updates into one deep dive to help firms lock in their software decisions before year-end. I break down what changed across accounting ledgers, practice management, month-end close, tax workflow, tax software, proposal tools, meeting assistants, and generalist AI, including which tools moved into my leader categories and which AI features are actually worth paying attention to. I also explain why MCPs, AI agents, and computer use are becoming the biggest trends in accounting tech, while making the case that firms should still build next year’s stack around proven software instead of unreleased promises.💰 Today's SponsorsVerito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesSoraban: https://hubs.ly/Q04cNLF80Financial Cents: sign up at https://hubs.li/Q03mLr_x0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staats// Chapters:00:00 - The 2026 Tech Update01:20 - Cutting Through AI Hype02:05 - The App Categories03:10 - Accounting Ledgers04:00 - New Ledger Leaders04:55 - QuickBooks Online Updates06:05 - Intuit Accountant Suite07:20 - Books Close08:10 - Digits Updates09:35 - Kik and MCP11:45 - Practice Management12:15 - The Four PM Leaders13:00 - Canopy Updates16:45 - Canopy Tax Workflow17:15 - TaxDome Updates19:20 - Financial Cents Updates20:30 - Karbon Updates23:50 - Month-End Close Automation24:10 - Double Updates26:20 - Ramp Stack28:50 - Tax Workflow29:00 - New Tax Workflow Leaders29:10 - TallyFor32:20 - Filed33:20 - Filed Pro Work35:05 - Stanford Tax35:35 - Soraban36:30 - Truss37:45 - Tax Software38:45 - ProConnect Updates39:15 - Drake Smart Extract40:15 - UltraTax Updates41:55 - Proposal Tools42:35 - Anchor Updates43:40 - Ignition Updates44:20 - Meeting Assistants44:50 - Ping45:45 - Abacore and Vinyl46:15 - Better Client Meetings49:40 - Generalist AI Assistants50:45 - Claude Updates52:00 - ChatGPT’s Comeback52:35 - Computer Use AI54:30 - AI Using Your Apps55:05 - Grokbot57:00 - What Actually Changed57:35 - Lock In Your Tech Stack58:50 - Closing Thoughts🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa