{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Your Tax Firm, Your Way","title":"We Tested AI in Our Tax Firms: Here's What Works & What Doesn't","html":"","width":"100%","height":180,"duration":4466,"description":"Yehuda Tenenbaum, EA and I sat down with no script and one topic: AI and taxes. What came out is an honest look at what these tools do for a tax firm today, and what's still just hype.\nWe break down where AI is genuinely delivering value in tax and accounting, where it's falling short, and what firm owners actually need to know before investing time or money into these tools.\nIn this episode, we cover:\nWhy AI summarization is \"overrated\" and what to demand instead\nThe real use case that could replace your tax software entirely\nDIY builds (like custom Claude tools) vs. productized solutions - which makes more sense for your firm?\nThe \"token shortage\" concept and why it matters for the future of AI pricing\nHonest takes on tools like Claude, Juno, TaxDome's Atlas, and Ping\nWhy the \"you'll be left behind\" fear-mongering around AI is often overblown\nWhat success actually looks like for a tax firm owner and why it's more than just tech adoption\nWhether you're an early AI adopter or still figuring out where to start, this conversation gives you a grounded, practitioner-level perspective on what's real, what's not, and where to focus your attention.\nResources mentioned:\nClaude (claude.ai)\nJuno (AI tax review tool)\nTaxDome / Atlas\nPing\nRC Reports\nJoin the FREE community for tax firm owners here:\nhttps://www.wootencpacoaching.com/offers/5xkHWCCb/checkout\nSignup for my newsletter:\nhttps://www.wootencpa.com/newsletters\n\nMentorship and Coaching:\nhttps://www.wootencpacoaching.com\nFree resources:\nAttract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout\nBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout\nCoaching Resources:\nStart Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way\nGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT\nOther Resources:\nhttps://www.wootencpacoaching.com/store\nFind me on LinkedIn\nhttps://www.linkedin.com/in/brad-wooten-cpa/...","thumbnail_url":"https://img.transistorcdn.com/j76VX5EEMg1Tqvowycl9madiXmzlXviq0uDfSIP64Mo/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS84M2Ez/YTdjNzRjNTA1NzA3/NjEyZTVjYWFmOWU2/ODgwNC5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}