The Tech Modern Accounting Firms Are Buying In 2026

🧰 Swipe my FREE app recommendations for accounting firms: https://www.jasononfirms.com/apps 🚀 Make the ultimate investment in your accounting firm by joining my alliance of nearly 700 firm owners: https://rlz.io/ 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 700 firm private community that’s shaping the future of small-firm ownership for the better. In this episode, I break down the biggest changes in accounting firm technology over the last few years and what they mean for your firm today. We cover how practice management systems have evolved, where workflow automation is actually saving time, and why 1040 intake remains the biggest unlock in tax. I also walk through where AI is genuinely changing firm operations, where it's mostly noise, and how new ledgers, portals, and peer-driven recommendations are reshaping how firms choose their tech stack for the next 18 months. 🎙️ Join the podcast channel! https://www.youtube.com/@UCt_CKzUldg4MUVTs6YvNePA 💰 (Sponsor) Missive helps accounting firms take control of their email and team communication without the chaos of traditional inboxes. It replaces tools like Outlook and Gmail with a shared inbox where you can assign messages, collaborate on replies, and streamline conversations so nothing falls through the cracks. For firms that spend hours a day in email and want a cleaner way to work with clients and teammates, Missive makes team communication feel more organized and less overwhelming. More info at: http://missiveapp.com/jason ⚒️ Tools mentioned in this video: Karbon - https://karbonhq.com/ Canopy - https://www.getcanopy.com/ TaxDome - https://taxdome.com/ Financial Cents - https://financial-cents.com/ ClientHub - https://www.clienthub.app/ Thomson Reuters Practice CS - https://tax.thomsonreuters.com/us/en/cs-professional-suite/practice-cs CCH Axcess Practice - https://www.wolterskluwer.com/en/solutions/cch-axcess/practice XCM - https://www.wolterskluwer.com/en/solutions/xcm-solutions QuickBooks Online - https://quickbooks.intuit.com/global/oa/online-accounting-software-for-small-business/ Xero - https://www.xero.com/ NetSuite - https://www.netsuite.com/portal/home.shtml Sage Intacct - https://www.sage.com/en-us/sage-business-cloud/intacct/ Digits - https://digits.com/ Kick - https://www.kick.co/ Campfire - https://campfire.ai/ Rillet - https://www.rillet.com/ Keeper (now Double) - https://doublehq.com/ FloQast - https://www.floqast.com/ Aider (acquired by Karbon) - https://www.aider.ai/ Soraban - https://www.soraban.com/ Stanford Tax - https://stanfordtax.com/ Truss - https://gettruss.io/ SafeSend - https://safesend.com/ FileForms - https://fileforms.com/ Ramp - https://ramp.com/ MakersHub - http://makershub.ai/ BlueJ Tax - https://www.bluej.com/ ChatGPT- https://chatgpt.com/business/ Thomson Reuters CoCounsel (Materia) - https://www.thomsonreuters.com/en/cocounsel/ // Chapters 00:00 The 12 Biggest Tech Shifts 00:44 The Most Important Tech Decision You’ll Make 02:40 The Bookkeeping Shift Firms Missed 05:40 The Biggest Tax Workflow Time Saver 09:10 Why PM Systems Are Under Pressure 12:30 Portals Finally Work (Here’s Why) 14:30 The Only Two Places AI Actually Matters 20:14 New AI Ledgers Coming for QuickBooks 21:45 How to Avoid Bad Tech Decisions 24:10 The One Move That Cuts Through the Noise