{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Jason On Firms Podcast","title":"621 The 9 Most Asked Questions About Accounting Firm AI [AI for accounting firms]","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/7da455d8\"></iframe>","width":"100%","height":180,"duration":3732,"description":"🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/\n📩 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\n☎️ Leave me a voicemail at (1)516-980-4968!\n📧 Email me! jason@jasononfirms.com\nIn 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.\n🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps\n💰 Today's Sponsors\nFinancial 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.\nSoraban: https://www.soraban.com/\nMakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats\nCanopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo\n// Chapters:\n00:00 - The 9 Biggest AI Questions\n01:43 - AI & Client Data Security\n06:22 - Why Claude Beats Copilot\n08:04 - Should You Switch from ChatGPT?\n08:17 - Where Should You Start with AI?\n10:50 - Building Your First AI Agent\n14:49 - Best Beginner AI Use Cases\n17:00 - AI & QuickBooks Automation\n20:56 - Can AI Automate Tax Software?\n23:20 - Should Clients Know You Use AI?\n25:37 - IRS Says AI Should Lower Fees?\n32:23 - Mailbag\n32:48 - How Do I Automatically...","thumbnail_url":"https://img.transistorcdn.com/WvY80SZYJh0BUUDfxUslVN8oGjN1IJfCa0z9JWYBDvY/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iNThj/YTBiMmVkMDA4ZjNm/YWY0MGU5Yjk0MzFh/M2YxNi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}