CPA Tech Wiki - Recent changes [en]

Podcast

Bftcpa606 — Fri, 26 Jun 2026 21:21:55 GMT

Episode List (2025-Present, episodes 187-)

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	\|6/15/2026		\|6/15/2026
	\|7/3/2026		\|7/10/2026
	\|-		\|-
	\|264		\|264
	\|[[ATL264\|AICPA ENGAGE 2026 and CPAPA Thought Leader/40 Under 40 Mashup]]		\|[[ATL264\|AICPA ENGAGE 2026 and CPAPA Thought Leader/40 Under 40 Mashup]]
	\|6/15/2026		\|6/15/2026
	\|6/26/2026		\|7/3/2026
	\|-		\|-
	\|263		\|263

ATL265

Bftcpa606 — Thu, 25 Jun 2026 20:25:34 GMT

Created page with "{{PodcastPromotionPacket |Episode=ATL265 |Title=Scaling New Heights 2026 - "Strange New World" |Podcast=Accounting Technology Lab |Hosts=Randy Johnston and Brian Tankersley |Source=Transcript from 20260703 Scaling 2026 Part 1 }} = ATL265: Scaling New Heights 2026 - "Strange New World" = == Promotion Packet Overview == '''Episode title:''' ATL265 Scaling New Heights 2026 - "Strange New World" '''Podcast:''' Accounting Technology Lab '''Hosts:''' Randy Johnston and Br..."

New page

{{PodcastPromotionPacket
|Episode=ATL265
|Title=Scaling New Heights 2026 - "Strange New World"
|Podcast=Accounting Technology Lab
|Hosts=Randy Johnston and Brian Tankersley
|Source=Transcript from 20260703 Scaling 2026 Part 1
}}

= ATL265: Scaling New Heights 2026 - "Strange New World" =

== Promotion Packet Overview ==

'''Episode title:''' ATL265 Scaling New Heights 2026 - "Strange New World"

'''Podcast:''' Accounting Technology Lab

'''Hosts:''' Randy Johnston and Brian Tankersley

== Episode Description ==

In this episode of the Accounting Technology Lab, Randy Johnston and Brian Tankersley discuss Scaling New Heights 2026 from Orlando and unpack why this year’s theme, "Strange New World," feels especially relevant for accountants. Randy shares observations from the conference floor, including strong attendance, a large exhibitor presence, sessions on AI, data cleanup, SOPs written with AI, and main stage presentations featuring technology, magic, and thought leadership.

The conversation moves from conference recap to practical implications for the profession. Randy and Brian explore how AI is changing advisory services, why clean data remains essential, and why accountants need to understand the difference between deterministic accounting systems and probabilistic AI systems. They also discuss AI governance, privacy policies, EULAs, subprocessors, Microsoft’s compliance posture, and why professional standards require accountants to be more careful with client data than many other business functions.

This episode is ideal for accounting professionals who want a grounded perspective on AI’s role in the profession, what was being discussed at one of the year’s major accounting technology conferences, and how firm leaders should think about education, governance, and responsible adoption.

== Suggested Headlines ==

* Scaling New Heights 2026: Accounting Enters a Strange New AI World
* AI, Governance, and the Future of Accounting from Scaling New Heights 2026
* What Accountants Need to Know from Scaling New Heights 2026
* The Strange New World of Accounting Technology
* From AI-Powered Ledgers to Data Governance: Lessons from Scaling New Heights 2026

== Key Talking Points ==

* Scaling New Heights 2026 used the theme "Strange New World," reflecting the rapid and sometimes unsettling changes created by AI.
* Randy reported solid attendance of about 2,000 attendees and approximately 133 exhibitors.
* AI-powered general ledgers and AI-enabled accounting workflows were prominent conference topics.
* Clean data remains a prerequisite for useful AI output.
* Sessions emphasized practical AI use, including advisory services, growth strategies, and SOP development.
* Daniel Susskind’s main stage presentation explored work, professions, education, AI, and artificial general intelligence.
* Education and change management are becoming central to AI adoption in accounting firms.
* AI governance is becoming more important than a simple AI policy.
* Privacy policies, EULAs, subprocessors, and data use for model training require careful review.
* Microsoft’s compliance and governance approach was discussed as especially relevant for the accounting profession.
* Accountants must understand that traditional accounting systems are deterministic, while many AI systems are probabilistic.
* Brian used the vending machine vs. slot machine analogy to explain why AI outputs require review and professional judgment.

== Pull Quotes ==

* "There’s just a lot of things that are strange with AI." - Randy Johnston

* "You can’t make filet mignon out of hamburger." - Brian Tankersley

* "Education is the response to AI." - Randy Johnston, discussing themes from Daniel Susskind’s presentation

* "It is very ish." - Brian Tankersley, on the probabilistic nature of AI

* "We have to be grown-ups all the time." - Brian Tankersley, on professional obligations around private client data

* "Last year we said you always start with a policy, but now you’ve got to restrict things with governance." - Randy Johnston

== SEO Metadata ==

'''Suggested SEO title:''' Scaling New Heights 2026: AI, Governance, and Accounting Technology

'''Suggested slug:''' atl265-scaling-new-heights-2026-strange-new-world

'''Meta description:''' Randy Johnston and Brian Tankersley recap Scaling New Heights 2026 and discuss AI-powered ledgers, data cleanup, AI governance, privacy, Microsoft Copilot, and probabilistic AI in accounting.

'''Keywords:'''

* Scaling New Heights 2026
* Accounting Technology Lab
* Randy Johnston
* Brian Tankersley
* accounting technology
* AI in accounting
* AI governance
* Microsoft Copilot
* accounting firm AI policy
* data cleanup
* AI-powered general ledgers
* CAS technology
* accounting workflow
* advisory services
* privacy policies
* EULAs
* subprocessors
* probabilistic AI
* deterministic accounting systems

== Suggested Tags ==

* Accounting Technology
* Artificial Intelligence
* AI Governance
* Scaling New Heights
* Practice Management
* CAS
* Microsoft Copilot
* Data Quality
* Privacy
* Advisory Services

== Guest and Organization Mentions to Verify ==

These names and organizations are mentioned in the transcript or appear to be referenced by the speakers. Verify spelling before public posting.

* Scaling New Heights
* CPA Practice Advisor
* Marriott World Center, Orlando
* Joe Woodard
* Microsoft
* Puzzle
* Sasha Orloff
* Expensify
* David Barrett
* Daniel Susskind
* The Future of the Professions
* McKinsey
* Khan Academy
* Cleveland Clinic
* Ron Baker
* Meta Ray-Ban glasses
* Apple
* Google
* Nvidia
* Claude
* ChatGPT
* Thomson Reuters
* Wolters Kluwer
* Canopy

== Suggested Show Notes ==

* Randy Johnston and Brian Tankersley discuss Scaling New Heights 2026 from Orlando.
* The conference theme, "Strange New World," reflects the rapidly changing AI landscape.
* Randy reports strong attendance and significant vendor participation.
* The hosts discuss sessions focused on AI, data cleanup, SOPs, and advisory services.
* Main stage presentations included technology-focused magic and discussions about AI’s role in the profession.
* Daniel Susskind’s presentation prompted discussion about automation, professional work, education, and AGI.
* The hosts discuss why firmwide AI education and change management are becoming essential.
* AI governance, privacy policies, EULAs, subprocessors, and client data risk are major concerns.
* Microsoft Copilot’s compliance posture is discussed as important for accounting firms.
* The hosts explain why accountants must understand the difference between deterministic systems and probabilistic AI outputs.

== Suggested Episode Intro for Host Read ==

In this episode of the Accounting Technology Lab, Randy Johnston and Brian Tankersley take us inside Scaling New Heights 2026 in Orlando. The conference theme was "Strange New World," and that phrase fits the profession’s current AI moment. Randy and Brian discuss AI-powered ledgers, clean data, advisory services, AI governance, privacy concerns, Microsoft Copilot, and why accountants need to understand the probabilistic nature of many AI systems.

== Suggested Episode Outro for Host Read ==

Thanks for listening to this episode of the Accounting Technology Lab. If your firm is working through AI adoption, governance, privacy, or technology selection, share this episode with your team and continue the conversation about how accounting professionals can use AI responsibly while protecting client data and maintaining professional judgment.

== Internal Production Notes ==

* Verify all speaker, vendor, and company names before final publication.
* Consider whether to include a disclaimer that the episode was recorded onsite during Scaling New Heights 2026.
* If publishing quotes, compare against the final edited audio before release.
* The transcript includes discussion of emerging AI products and technology partnerships; verify any claims that may have changed before publication.
* This packet avoids making independent factual claims beyond the transcript and frames potentially uncertain details as transcript-based discussion points.

== One-Sentence Promo ==

Randy Johnston and Brian Tankersley recap Scaling New Heights 2026 and explain why AI, governance, clean data, privacy, and probabilistic systems are reshaping accounting technology.

== Three-Sentence Promo ==

Scaling New Heights 2026 carried the theme "Strange New World," and the Accounting Technology Lab team found that phrase especially fitting for the profession’s AI moment. Randy Johnston and Brian Tankersley discuss conference highlights, AI-powered ledgers, data cleanup, advisory services, AI governance, privacy issues, Microsoft Copilot, and the risks of treating probabilistic AI like deterministic accounting software. This episode is a practical listen for accounting professionals evaluating AI tools and responsible adoption strategies.

== Medium Promo Paragraph ==

In ATL265 of the Accounting Technology Lab, Randy Johnston and Brian Tankersley report from Scaling New Heights 2026 and explore the accounting profession’s "Strange New World" of AI. They discuss the conference atmosphere, AI-powered accounting tools, data quality, advisory opportunities, SOPs written with AI, major conference presentations, and the increasing importance of governance and privacy review. The conversation also highlights why accountants must understand the difference between deterministic accounting systems and probabilistic AI outputs before incorporating these tools into client service workflows.

== Recommended Calls to Action ==

* Listen to ATL265 if your firm is evaluating AI adoption or governance.
* Share this episode with colleagues responsible for firm technology strategy.
* Use the discussion as a starting point for reviewing AI policies, EULAs, privacy practices, and subprocessors.
* Revisit your firm’s data cleanup strategy before expanding AI use.
* Train staff on the difference between deterministic accounting systems and probabilistic AI tools.

== MediaWiki Category Suggestions ==

[[Category:Accounting Technology Lab]]
[[Category:Podcast Promotion Packets]]
[[Category:Artificial Intelligence]]
[[Category:Accounting Technology]]
[[Category:Scaling New Heights]]
[[Category:AI Governance]]

Podcast

Bftcpa606 — Thu, 25 Jun 2026 17:34:43 GMT

Episode List (2025-Present, episodes 187-)

← Older revision		Revision as of 17:34, 25 June 2026
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	! Recording Date		! Recording Date
	! Release Date		! Release Date
			\|-
			\|265
			\|[[ATL265\|Scaling New Heights 2026 - "Strange New World"]]
			\|6/15/2026
			\|7/3/2026
	\|-		\|-
	\|264		\|264

ATL264

Bftcpa606 — Tue, 23 Jun 2026 01:09:00 GMT

ATL264: AICPA ENGAGE 2026 and Thought Leader / 40 Under 40 Mashup

← Older revision		Revision as of 01:09, 23 June 2026
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	== ATL264: AICPA ENGAGE 2026 and Thought Leader / 40 Under 40 Mashup ==		== ATL264: AICPA ENGAGE 2026 and Thought Leader / 40 Under 40 Mashup ==
			'''Released''': June 26, 2026

	~~{{Infobox podcast episode~~		'''Recorded''': June 15, 2026
	~~\| title = ATL264~~: ~~AICPA ENGAGE 2026 and Thought Leader / 40 Under 40 Mashup~~
	~~\| series = Accounting Technology Lab~~
	~~\| episode = ATL264~~
	~~\| release_date = 2026-06-26~~
	~~\| location = Las Vegas~~, ~~Nevada, USA~~
	~~\| hosts = Randy Johnston, Brian F. Tankersley~~
	~~\| length = <!-- add runtime -->~~
	~~\| venue = AICPA ENGAGE 2026 / Thought Leader & 40 Under 40 Mashup~~
	~~\| topics = AICPA ENGAGE~~ 2026~~, Rise 2040, AI, private equity, associations, cybersecurity~~
	}}

	=== Overview ===		=== Overview ===

ATL264

Bftcpa606 — Tue, 23 Jun 2026 01:08:03 GMT

Created page with "== ATL264: AICPA ENGAGE 2026 and Thought Leader / 40 Under 40 Mashup == {{Infobox podcast episode | title = ATL264: AICPA ENGAGE 2026 and Thought Leader / 40 Under 40 Mashup | series = Accounting Technology Lab | episode = ATL264 | release_date = 2026-06-26 | location = Las Vegas, Nevada, USA | hosts = Randy Johnston, Brian F. Tankersley | length =  | venue = AICPA ENGAGE 2026 / Thought Leader & 40 Under 40 M..."

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== ATL264: AICPA ENGAGE 2026 and Thought Leader / 40 Under 40 Mashup ==

{{Infobox podcast episode
| title = ATL264: AICPA ENGAGE 2026 and Thought Leader / 40 Under 40 Mashup
| series = Accounting Technology Lab
| episode = ATL264
| release_date = 2026-06-26
| location = Las Vegas, Nevada, USA
| hosts = Randy Johnston, Brian F. Tankersley
| length = 
| venue = AICPA ENGAGE 2026 / Thought Leader & 40 Under 40 Mashup
| topics = AICPA ENGAGE 2026, Rise 2040, AI, private equity, associations, cybersecurity
}}

=== Overview ===
ATL264 is a fast-paced, conference-season “news” episode from the Accounting Technology Lab, recapping the AICPA ENGAGE 2026 Tech+ channel and the CPA Practice Advisor Thought Leader/40 Under 40 mashup in Las Vegas.<ref name="ep">{{cite web |title=ATL264 Transcript |publisher=CPA Practice Advisor |year=2026}}</ref> The episode features hosts Randy Johnston and Brian Tankersley sharing key takeaways on AI, the Rise 2040 vision project, associations, private equity, and technology adoption in the accounting profession.<ref name="ep" />

=== Episode Summary (≈200 words) ===
Randy Johnston and Brian Tankersley record on-site in Las Vegas to debrief a packed week around AICPA ENGAGE 2026 and the annual Thought Leader/40 Under 40 mashup. They open with the Rise 2040 vision project, highlighting mega-trends like the profession’s “great identity shift”, AI as a strategic force multiplier, globalization, and the emerging “trust paradox” created by artificial intelligence.<ref name="ep" /> The hosts describe intense roundtable discussions among young tech-enabled CPAs and seasoned thought leaders on associations, evolving business models, and how state societies must reimagine member engagement in a digital, AI-driven world.<ref name="ep" />

The conversation then tackles AI and private equity—“AIPE”—and how late-career partners, unfunded buyouts, and underinvestment in technology are driving firms toward PE ownership and forced modernization.<ref name="ep" /> They explore return-to-office realities, cybersecurity and AI-powered threats, including federal actions around advanced AI models, and the profession’s persistent self-confidence gap with technology.<ref name="ep" /> Randy shares ENGAGE highlights, including his 40th year speaking, a standing-room-only Tech Update and AI prompting session, and a 200‑vendor exhibit hall featuring every major publisher and cloud platform.<ref name="ep" /> They close with reflections on AI’s ubiquity at ENGAGE, main-stage guests such as Ryan Reynolds and Costco’s former CFO, and why networking at these events still moves the profession forward.<ref name="ep" />

=== Quotable Soundbites ===
The following quotations are drawn from the episode and include approximate time locations within the audio.

# “If you don’t adopt the new technology, you’re going to end up where the people that smoke cigarettes with their 10-keys at their desk and have five- and seven-column paper are right now—which is not a good place.” (≈ 3:45–4:10)<ref name="ep" />
# “AI has created this trust paradox; it actually creates the need for more trust instead of less—and we’re in the trust business.” (≈ 3:30–3:55)<ref name="ep" />
# “Everywhere you turn now it’s AI discussion—often gratuitous AI discussion—and I can’t quite put my finger on it, but there’s a frantic response from many people.” (≈ 6:40–7:25)<ref name="ep" />
# “There are a lot of partners who delayed retirement during the pandemic, and now their buyouts are unfundable—so they’re going to private equity for the cash, and PE is saying, ‘Fine, but we’re forcing technology into your firm.’” (≈ 7:45–9:00)<ref name="ep" />
# “You could just see the eyes light up across the room when we showed that a single Copilot could talk to Claude, OpenAI, and Microsoft 365—and keep all that proprietary data out of training.” (≈ 15:20–16:15)<ref name="ep" />
# “Tech is being de‑emphasized in the branding, but it lives everywhere at ENGAGE—and AI was pretty much everywhere this year.” (≈ 18:20–19:10)<ref name="ep" />
# “The rumor that I’m retiring is greatly exaggerated—I at least want to see AI running on quantum computers before I think about stopping.” (≈ 12:10–12:35)<ref name="ep" />

=== Social Media Promotion Ideas ===
The following short promotional texts are intended for use on social media to promote the episode.

# “AI isn’t killing trust in the profession—it’s increasing the demand for it. Hear how ENGAGE 2026 framed AI as a strategic force multiplier in ATL264.”<ref name="ep" />
# “Still clinging to 10-keys and seven-column paper? ATL264 explains why firms that don’t modernize are heading to the same museum as cigarette-smoke-filled write-up rooms.”<ref name="ep" />
# “Rise 2040 is the new long-range vision for the profession—identity shifts, globalization, AI, and the ‘trust paradox’ all in one roadmap. Get the field report from Las Vegas in ATL264.”<ref name="ep" />
# “From Thought Leader Think Tank to 40 Under 40 mashup: we sat in on the cross‑generational debates about AI, PE, and the future of firms. Catch the full debrief in ATL264.”<ref name="ep" />
# “Is ‘AIPE’ the new four-letter word? Randy and Brian unpack how AI and private equity are reshaping firm ownership, culture, and tech adoption in ATL264.”<ref name="ep" />
# “Late‑career partners, unfunded buyouts, and forced tech upgrades: we dig into why so many firms are suddenly flirting with private equity in ATL264.”<ref name="ep" />
# “Associations and state societies are being forced to reimagine member engagement in an AI-first world. Hear what young pros and thought leaders told us in Vegas on ATL264.”<ref name="ep" />
# “Return-to-office isn’t one-size-fits-all: from hybrid ‘middle three days’ to fully virtual, ATL264 shares what firms are actually doing post-pandemic.”<ref name="ep" />
# “Cybersecurity plus AI: we revisit Claude Mythos, fable being classified under ITAR, and why AI-driven threats are accelerating. ATL264 connects the dots.”<ref name="ep" />
# “Standing-room-only Tech Update. 900+ for AI prompting. 200 vendors on the floor. ATL264 walks you through the tech pulse of AICPA ENGAGE 2026.”<ref name="ep" />
# “Many attendees had never seen Copilot wired to multiple LLMs—with indemnification and data protections intact. ATL264 breaks down why that demo changed minds.”<ref name="ep" />
# “ENGAGE 2026 had 6000+ attendees with a goal of 10,000—yet tech is still the quiet backbone of every track. Hear why in ATL264.”<ref name="ep" />
# “From Ryan Reynolds to Costco’s former CFO, the ENGAGE main stage brought star power—but AI, data, and trust were the real headliners. Dive deeper in ATL264.”<ref name="ep" />
# “The profession has a self-confidence problem with technology. ATL264 explores why many CPAs would rather talk about vacations than their tech stack—and how to change that.”<ref name="ep" />
# “Quantum dreams: Randy sets the record straight on ‘retirement rumors’ and explains why he wants to see AI running on quantum before he thinks it’s time to hang it up. Hear it on ATL264.”<ref name="ep" />
# “Thought Leader/40 Under 40 mashup: one room, multiple generations, and a whiteboard full of ideas on AI, trust, and the profession’s identity. ATL264 takes you inside.”<ref name="ep" />
# “From camera kits and green screens to fewer flights, ATL264 shares how content creators in the profession have reinvented their model post‑pandemic.”<ref name="ep" />
# “State societies built on in‑person contact are wrestling with digital-first members and AI-enabled learning. ATL264 surfaces what leaders are actually worried about.”<ref name="ep" />
# “AI frenzy or rational evolution? ATL264 parses the hype from the hard trends coming out of ENGAGE and the Rise 2040 project.”<ref name="ep" />
# “If you missed Las Vegas, ATL264 is your highlight reel for AICPA ENGAGE 2026 and the Thought Leader mashup—complete with tech, talent, and a little ‘Viva Las Vegas.’”<ref name="ep" />

=== Organizations and Companies Mentioned ===
This section lists the products, services, and companies referenced in the episode, along with commonly used social media accounts.

{| class="wikitable"
! Organization / Product !! Description (episode context) !! X (Twitter) !! Facebook !! LinkedIn !! Instagram
|-
| AICPA ENGAGE / AICPA & CIMA || Flagship conference and vision projects (Rise 2040, Tech+, town hall, ENGAGE 2026). || @AICPA || [https://www.facebook.com/AICPA facebook.com/AICPA] || [https://www.linkedin.com/company/aicpa linkedin.com/company/aicpa] || @aicpa_ima
|-
| CPA Practice Advisor || Publisher of Accounting Technology Lab and the 40 Under 40 program. || @CPAAdvisor || [https://www.facebook.com/CPAPracticeAdvisor facebook.com/CPAPracticeAdvisor] || [https://www.linkedin.com/company/cpa-practice-advisor linkedin.com/company/cpa-practice-advisor] || @cpapracticeadvisor
|-
| Rightworks || Sponsor of the Thought Leader / 40 Under 40 mashup; owner of CPA Practice Advisor. || @Rightworks || [https://www.facebook.com/Rightworks facebook.com/Rightworks] || [https://www.linkedin.com/company/rightworks linkedin.com/company/rightworks] || @rightworkscloud
|-
| K2 Enterprises (K2) || Technology training and CPE provider associated with the hosts’ engagements. || @K2Enterprises || [https://www.facebook.com/K2Enterprises facebook.com/K2Enterprises] || [https://www.linkedin.com/company/k2-enterprises linkedin.com/company/k2-enterprises] || @k2enterprises
|-
| Microsoft Copilot || Demonstrated as a multi-LLM Copilot for Claude/OpenAI in Microsoft 365 with indemnification and data protections. || @Microsoft365 || [https://www.facebook.com/Microsoft facebook.com/Microsoft] || [https://www.linkedin.com/showcase/microsoft-365 linkedin.com/showcase/microsoft-365] || @microsoft365
|-
| Anthropic / Claude || AI platform referenced via Claude and Claude Code workshops and AI model discussions. || @AnthropicAI || [https://www.facebook.com/AnthropicAI facebook.com/AnthropicAI] || [https://www.linkedin.com/company/anthropic linkedin.com/company/anthropic] || @anthropicai
|-
| Wolters Kluwer || Major tax and accounting publisher exhibiting at ENGAGE. || @Wolters_Kluwer || [https://www.facebook.com/wolterskluwer facebook.com/wolterskluwer] || [https://www.linkedin.com/company/wolters-kluwer linkedin.com/company/wolters-kluwer] || @wolters_kluwer
|-
| Thomson Reuters || Major tax and accounting vendor on the ENGAGE exhibit floor. || @TRTaxAccountng || [https://www.facebook.com/ThomsonReuters facebook.com/ThomsonReuters] || [https://www.linkedin.com/company/thomson-reuters linkedin.com/company/thomson-reuters] || @thomsonreuters
|-
| Intuit || Key accounting technology vendor (e.g., QuickBooks) present at ENGAGE. || @IntuitAcctg || [https://www.facebook.com/Intuit facebook.com/Intuit] || [https://www.linkedin.com/company/intuit linkedin.com/company/intuit] || @intuit
|-
| Xero || Cloud accounting platform exhibiting at ENGAGE. || @Xero || [https://www.facebook.com/Xero.Accounting facebook.com/Xero.Accounting] || [https://www.linkedin.com/company/xero linkedin.com/company/xero] || @xero
|-
| Costco || Referenced via the retired CFO who appeared on the ENGAGE main stage. || @Costco || [https://www.facebook.com/Costco facebook.com/Costco] || [https://www.linkedin.com/company/costco-wholesale linkedin.com/company/costco-wholesale] || @costco
|}

Podcast

Bftcpa606 — Tue, 23 Jun 2026 01:06:34 GMT

Episode List (2025-Present, episodes 187-)

Show changes

AI Prompts

Bftcpa606 — Tue, 16 Jun 2026 19:49:13 GMT

Some Good Prompts for Accounting Professionals

← Older revision		Revision as of 19:49, 16 June 2026
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	== Some Good Prompts for Accounting Professionals ==		== Some Good Prompts for Accounting Professionals ==
			* [https://cpate.ch/snh26-prompts SNH 2026 Handout: 100 Detailed AI Prompts for Bookkeeping]
	* [[Github-acgp\|Awesome ChatGPT Prompts]] ([https://github.com/f/awesome-chatgpt-prompts site])([[Github-acgp\|local summary]])		* [[Github-acgp\|Awesome ChatGPT Prompts]] ([https://github.com/f/awesome-chatgpt-prompts site])([[Github-acgp\|local summary]])
	* [https://cpate.ch/xl-ai-prompts An Excel-based AI prompt generator]		* [https://cpate.ch/xl-ai-prompts An Excel-based AI prompt generator]
	* [https://cpate.ch/t100prompts Top 100 AI Prompts for Accounting Professionals]		* [https://cpate.ch/t100prompts Top 100 AI Prompts for Accounting Professionals]
	* [https://cpate.ch/audit-prompts1 Audit Prompts for Audits and Leases]		* [https://cpate.ch/audit-prompts1 Audit Prompts for Audits and Leases]

Podcast

Bftcpa606 — Tue, 16 Jun 2026 19:41:21 GMT

Episodes Scheduled or Recorded Not Published

← Older revision		Revision as of 19:41, 16 June 2026
Line 1,442:		Line 1,442:
	\|Evergreen		\|Evergreen
	\|-		\|-
	\|5/1/2026		\|6/15/2026
	\|~~The Dead Pool~~		\|Thought Leader/40U40 Mashup and AICPA ENGAGE
	\|1		\|1
	\|5/22/2026		\|5/15/2026
	\|-		\|-
	\|5/1/2026		\|6/15/2026
	\|~~Mythos: The AI Strikes Back~~		\|Scaling New Heights 2026
	\|2		\|2
	~~\|5/8/2026~~
	\|-
	~~\|5/1/2026~~
	~~\|Keyveve~~
	\|3
	~~\|6/5/2026~~
	\|-
	~~\|5/1/2026~~
	~~\|Recruiting the Next Generation~~
	\|4
	~~\|5/15/2026~~
	\|-
	~~\|5/1/2026~~
	~~\|Next Generation Document Management~~
	\|5
	\|5/29/2026		\|5/29/2026
	\|}		\|}

Adobe Privacy Policy

Bftcpa606 — Tue, 16 Jun 2026 19:37:31 GMT

Explicit Third Parties / Subprocessors

Show changes

Adobe Privacy Policy

Bftcpa606 — Tue, 16 Jun 2026 19:34:22 GMT

Created page with "= Adobe Privacy Policy Summary = ; Product Name Adobe Services and Software (including Creative Cloud, Document Cloud, Adobe Express, Behance, and related Adobe services) ; Publisher/Service Provider Adobe Inc. (U.S.), Adobe Systems Software Ireland Limited, or Adobe KK, depending on user location ; Policy Document Name Adobe Privacy Policy (Last Updated October 24, 2025) == 300-Word Summary of Privacy Policy == Adobe collects a broad range of personal information w..."

New page

= Adobe Privacy Policy Summary =

; Product Name
Adobe Services and Software (including Creative Cloud, Document Cloud, Adobe Express, Behance, and related Adobe services)

; Publisher/Service Provider
Adobe Inc. (U.S.), Adobe Systems Software Ireland Limited, or Adobe KK, depending on user location

; Policy Document Name
Adobe Privacy Policy (Last Updated October 24, 2025)

== 300-Word Summary of Privacy Policy ==

Adobe collects a broad range of personal information when users create Adobe accounts, purchase products, use Adobe services, interact with customer support, or engage with Adobe websites and applications. Information collected includes identifiers (name, email, address, phone number), payment and transaction data, account information, device and usage data, content stored or processed through Adobe services, demographic information, and, in certain circumstances, sensitive information such as precise geolocation, accessibility information, or biometric data used for optional features.

Adobe uses this information to provide and support its services, process payments, manage subscriptions, verify identities, improve products, personalize experiences, conduct analytics, prevent fraud, comply with legal obligations, and market products and services. Adobe may analyze cloud content and usage patterns using automated technologies and, in some situations, human review. Publicly shared content may also be reviewed for safety, abuse prevention, and intellectual property compliance. Users may have rights to opt out of certain analytics, marketing, and content-analysis activities.

Adobe shares information within the Adobe corporate family and with various third parties including resellers, advertising partners, social media platforms, fraud-prevention providers, payment processors, analytics providers, hosting providers, customer support vendors, artificial intelligence technology providers, and other service providers acting on Adobe’s behalf. Information may also be disclosed to employers when business-domain email addresses are used, to government authorities when legally required, and in connection with mergers, acquisitions, or business transfers.

Adobe stores and processes data globally, including in the United States and India, and relies on legal transfer mechanisms such as the EU-U.S. Data Privacy Framework. Users may access, correct, delete, restrict, port, or object to processing of their personal information, depending on applicable law. Adobe supports Global Privacy Control signals for advertising-cookie opt-outs and provides mechanisms to unsubscribe from marketing communications and manage privacy preferences.

== Key Phrases Regarding Information Sharing with Others ==

* "We disclose personal information to other companies in the Adobe family and with advertising and sales partners consistent with your choices."
* "We will disclose your personal information within the Adobe family of companies."
* "We will also disclose your personal information with other third-party data controllers."
* "The types of third parties your information may be disclosed to include: our resellers and other sales and advertising partners, retailers, advertisers, ad agencies, advertising networks and platforms, information service providers, fraud monitoring and prevention providers, and publishers."
* "We may provide your personal information to that business" when a business-domain email address is used.
* "We will also disclose your personal information to companies that help us run our business by processing personal information on behalf of Adobe."

== Explicit Third Parties / Subprocessors ==

{| class="wikitable sortable"
! Name of Subprocessor / Third Party
! Purpose of Information Sharing
! Kind of Information Shared
! User Opt-Out Available?

| ! How to Opt Out |
| -------------------------------------------------------------------- |
| Adobe Family of Companies |
| Service delivery, account management, business operations, marketing |
| Account data, usage data, transaction data, profile information |
| Limited |
| Privacy rights request form; applicable legal rights requests |
| - |
| Resellers |
| Product sales and fulfillment |
| Contact information, licensing and transaction information |
| Generally No |
| N/A |
| - |
| Sales Partners |
| Sales and marketing activities |
| Contact, account, usage, and marketing-related data |
| Yes, for marketing uses |
| Adobe privacy preferences and marketing opt-out tools |
| - |
| Advertising Partners |
| Personalized advertising and campaign measurement |
| Website/app interaction data, advertising identifiers, usage data |
| Yes |
| Advertising preferences, cookie controls, Global Privacy Control |
| - |
| Advertisers |
| Marketing and advertising services |
| Marketing-related and interaction data |
| Yes |
| Marketing preferences and cookie settings |
| - |
| Ad Agencies |
| Advertising campaign management |
| Advertising and interaction data |
| Yes |
| Marketing preferences and cookie settings |
| - |
| Advertising Networks and Platforms |
| Targeted advertising and measurement |
| Website visits, ad interactions, identifiers |
| Yes |
| Cookie settings, Global Privacy Control, privacy preferences |
| - |
| Social Media Platforms |
| Social sign-on, advertising measurement, audience targeting |
| Profile data, website/app activity, ad interaction information |
| Yes |
| Social platform settings and Adobe advertising controls |
| - |
| Information Service Providers |
| Business intelligence, company data enrichment |
| Professional and business profile information |
| Limited |
| Privacy rights requests where applicable |
| - |
| Fraud Monitoring and Prevention Providers |
| Fraud detection and security |
| Transaction, device, account, and usage data |
| No |
| Necessary for security purposes |
| - |
| Payment Processing Services |
| Payment processing and fraud prevention |
| Billing information, payment details, transaction records |
| No |
| Necessary for payment processing |
| - |
| Customer Support Providers |
| Customer service operations |
| Support communications, account information |
| No |
| Necessary to provide support |
| - |
| Analytics Providers |
| Website and application analytics |
| Usage data, device data, browsing activity |
| Often Yes |
| Cookie settings and analytics opt-out controls |
| - |
| Session Replay Providers |
| User experience analysis |
| Website/app interaction recordings and session data |
| Often Yes |
| Cookie controls and privacy settings |
| - |
| AI Technology Providers |
| Content and communication analysis, service functionality |
| User content, prompts, communications, metadata |
| In some cases |
| Product-specific settings and content-analysis opt-outs |
| - |
| Hosting Providers |
| Data storage and infrastructure |
| Stored account data, content, and service data |
| No |
| Necessary for service operation |
| - |
| Employers/Organizations Using Business Domains |
| Account migration and enterprise administration |
| Account and identity information |
| Limited |
| Use personal email account where appropriate |
| - |
| Government Authorities and Law Enforcement |
| Legal compliance and investigations |
| Information required by law or legal process |
| No |
| Not applicable |
| - |
| Prospective Purchasers, Acquirers, and Advisors |
| Corporate transactions |
| User information as business assets |
| No |
| Not applicable |
| } |

== User Opt-Out Rights and Instructions ==

* Update marketing preferences in your Adobe ID profile.
* Use account privacy settings within Adobe applications and services.
* Click unsubscribe links in Adobe marketing emails.
* Submit privacy rights requests through Adobe's Privacy Inquiry Form.
* Use browser cookie controls and Adobe cookie preference tools.
* Enable '''Global Privacy Control (GPC)''' in supported browsers to opt out of advertising cookies.
* Exercise rights to access, correct, delete, restrict, object to processing, or port personal information where applicable by law.

== Source ==

Adobe Privacy Policy (Last Updated October 24, 2025). <ref>Adobe Privacy Policy, October 24, 2025.</ref>

Privacy

Bftcpa606 — Tue, 16 Jun 2026 19:33:37 GMT

← Older revision		Revision as of 19:33, 16 June 2026
Line 1:		Line 1:
	This page links to AI-generated privacy policy summaries.		This page links to AI-generated privacy policy summaries.

			* [[Adobe Privacy Policy\|Adobe Systems Privacy Policy (Acrobat)]]
	* [[Anthropic (Claude)\|Anthropic (Claude]])		* [[Anthropic (Claude)\|Anthropic (Claude]])
	* [[OpenAI\|Open AI (ChatGPT, Codex)]]		* [[OpenAI\|Open AI (ChatGPT, Codex)]]

Podcast

Bftcpa606 — Sun, 14 Jun 2026 02:29:04 GMT

← Older revision		Revision as of 02:29, 14 June 2026
Line 19:		Line 19:
	\|-		\|-
	\|263		\|263
	\|[[ATL263\|~~Sycophants vs. Pros:~~ With Guest Kashif Ali - Founder, TaxGPT]]		\|[[ATL263\|Why General AI is Not Suitable For Tax Research With Guest Kashif Ali - Founder, TaxGPT]]
	\|6/5/2026		\|6/5/2026
	\|6/20/2026		\|6/20/2026

ATL263

Bftcpa606 — Sun, 14 Jun 2026 01:14:52 GMT

Created page with "= ATL263 – Why General AI is Not Suitable for Tax Research = '''Guest:''' Kashif Ali, Founder & CEO, TaxGPT '''Hosts:''' Randy Johnston and Brian Tankersley '''Series:''' Accounting Technology Lab (CPA Practice Advisor) == Episode Summary == In this episode of the Accounting Technology Lab, Randy Johnston and Brian Tankersley welcome Kashif Ali, founder of TaxGPT, for a discussion on why general-purpose AI tools such as ChatGPT, Claude, and Gemini are not sufficien..."

New page

= ATL263 – Why General AI is Not Suitable for Tax Research =
'''Guest:''' Kashif Ali, Founder & CEO, TaxGPT

'''Hosts:''' Randy Johnston and Brian Tankersley

'''Series:''' Accounting Technology Lab (CPA Practice Advisor)

== Episode Summary ==

In this episode of the Accounting Technology Lab, Randy Johnston and Brian Tankersley welcome Kashif Ali, founder of TaxGPT, for a discussion on why general-purpose AI tools such as ChatGPT, Claude, and Gemini are not sufficient for professional tax research and advisory work. Kashif shares his unconventional journey from journalism to software development and entrepreneurship, ultimately leading to the creation of TaxGPT after experiencing firsthand the difficulty of finding reliable tax information.

The conversation explores the evolution of AI in tax research, beginning with source-cited answers and progressing toward autonomous agent-based workflows. Kashif explains how TaxGPT differs from consumer AI tools by focusing exclusively on tax and accounting use cases, implementing hallucination controls, maintaining vetted tax knowledge bases, and emphasizing security and professional trust.

The discussion also covers agent orchestration, AI operating systems, workflow automation, and the future of accounting firms. Kashif argues that AI should eliminate repetitive compliance work while elevating the value of professional judgment. The panel examines the growing productivity gap between professionals who effectively leverage AI and those who do not. Looking ahead, Kashif predicts firms will increasingly deploy specialized AI agents, reduce reliance on outsourcing, shift toward advisory services, and potentially move away from billable hours toward outcome-based pricing.

== Key Quotes ==

=== Quote #1 ===
<blockquote>
"The general purpose AI, OpenAI, Claude, and Gemini, those tools are created like social media. They want your attention. They want to keep you engaged. They are not made for accountants and tax work."
</blockquote>
'''Timestamp:''' Approximately 19:45

=== Quote #2 ===
<blockquote>
"Trust but verify."
</blockquote>
'''Timestamp:''' Approximately 06:45

=== Quote #3 ===
<blockquote>
"We're creating the super app for accounting, tax, and advisory firms."
</blockquote>
'''Timestamp:''' Approximately 12:20

=== Quote #4 ===
<blockquote>
"AI matches the capability of who is using it."
</blockquote>
'''Timestamp:''' Approximately 21:25

=== Quote #5 ===
<blockquote>
"The future of work is that all the manual and repetitive redundant work is gone."
</blockquote>
'''Timestamp:''' Approximately 25:55

=== Quote #6 ===
<blockquote>
"We don't want your attention. We want to help you get your work done effectively."
</blockquote>
'''Timestamp:''' Approximately 20:35

=== Quote #7 ===
<blockquote>
"A professional tool should be able to tell you when you're wrong."
</blockquote>
'''Timestamp:''' Approximately 20:15 (paraphrased)

== Episode Highlights ==

=== Topics Covered ===

* Why general AI models struggle with tax research
* Hallucinations and trust in AI-generated answers
* TaxGPT's specialized tax knowledge architecture
* Agent orchestration and workflow automation
* AI governance and security considerations
* Model Context Protocols (MCPs)
* AI operating systems for accounting firms
* Future of tax preparation and review workflows
* One-person million-dollar firms
* Outcome-based pricing versus billable hours

=== Major Takeaways ===

* General-purpose AI is optimized for engagement, not professional tax accuracy.
* Specialized tax AI requires curated knowledge, citations, and hallucination controls.
* Agent-based workflows are beginning to automate entire tax processes.
* Human judgment remains critical despite increasing automation.
* Firms that embrace AI are widening the productivity gap over competitors.
* AI will increasingly shift accountants from compliance toward advisory services.

== Social Media Posts ==

# Most AI tools are built to keep your attention. Tax professionals need tools built to deliver accurate answers. That's the difference between consumer AI and professional AI. #Accounting #TaxTech #AI
# "Trust but verify." One of the most important lessons for every accountant using AI today. #AccountingTechnology #TaxResearch
# Can AI replace tax research? Not if it hallucinates tax code that doesn't exist. Learn why specialized tax AI matters. #TaxGPT #AI
# The future isn't one AI agent. It's dozens of specialized agents working together. #AgenticAI #Accounting
# AI productivity gaps are widening rapidly. The professionals who master AI today will have a major advantage tomorrow. #FutureOfWork
# What happens when tax research, client data, and workflow automation are combined into a single AI operating system? Find out in ATL263. #TaxTech
# Uploading client tax returns into public AI tools may create serious security risks. Specialized solutions matter. #Cybersecurity #CPA
# The future of accounting isn't more dashboards. It's intelligent agents performing work on your behalf. #AgenticAI
# Can one accountant run a million-dollar practice with AI agents? Kashif Ali thinks the answer is yes. #AccountingInnovation
# The best AI doesn't replace professional judgment—it amplifies it. #CPA #AI
# TaxGPT began because its founder couldn't find reliable tax information for his own business. Necessity breeds innovation. #Entrepreneurship
# From journalism to Adobe to AI founder: Kashif Ali's journey is anything but conventional. #Leadership
# General AI wants to answer every question. Specialized AI knows when to say, "That's not what I'm designed for." #ArtificialIntelligence
# Agent orchestration may become the next major technology platform for accounting firms. #AccountingTechnology
# What if onboarding, preparation, review, and delivery could all be coordinated by AI agents? #TaxWorkflow
# The conversation around prompting is evolving into a conversation about agents. #AIAgents
# Human expertise becomes more valuable—not less valuable—as AI automates routine work. #FutureOfAccounting
# The next generation of tax technology is focused on execution, not just information retrieval. #TaxTech
# Outcome-based pricing may accelerate as AI dramatically reduces compliance effort. #FirmManagement
# Learn why "sycophant AI" and professional AI serve very different purposes in the accounting profession. #AccountingTechnologyLab

== Companies, Products, and Services Mentioned ==

{| class="wikitable sortable"
! Company / Product
! Type
! X
! LinkedIn
! Facebook
! Instagram
|-
| TaxGPT
| Tax AI Platform
| @taxgptai
| TaxGPT
| TaxGPT
| @taxgpt
|-
| CPA Practice Advisor
| Media
| @CPAPracAdvisor
| CPA Practice Advisor
| CPA Practice Advisor
| @cpapracticeadvisor
|-
| Thomson Reuters Checkpoint CoCounsel
| Tax Research
| @TRTaxAccounting
| Thomson Reuters Tax & Accounting
| Thomson Reuters Tax & Accounting
| Thomson Reuters
|-
| Wolters Kluwer AnswerConnect
| Tax Research
| @Wolters_Kluwer
| Wolters Kluwer Tax & Accounting
| Wolters Kluwer
| @wolterskluwer_global
|-
| Bloomberg Tax
| Tax Research
| @BloombergTax
| Bloomberg Tax
| Bloomberg Tax
| Bloomberg
|-
| ChatGPT
| Generative AI
| @OpenAI
| OpenAI
| OpenAI
| @openai
|-
| Claude
| Generative AI
| @AnthropicAI
| Anthropic
| Anthropic
| @anthropicai
|-
| Gemini
| Generative AI
| @GoogleAI
| Google DeepMind
| Google
| @google
|-
| Microsoft 365 Agents
| Agent Platform
| @Microsoft
| Microsoft
| Microsoft
| @microsoft
|-
| Adobe
| Software
| @Adobe
| Adobe
| Adobe
| @adobe
|}

== Suggested Episode Titles ==

# Why General AI Fails at Tax Research
# TaxGPT Founder Kashif Ali on the Future of AI Agents
# Sycophants vs. Professionals: AI's Tax Research Problem
# Why Tax Professionals Need Specialized AI
# Agentic AI and the Future of Tax Practice
# The AI Operating System for Accounting Firms
# Beyond Prompting: The Rise of Tax Agents
# Building Trustworthy AI for Tax Research

== SEO Keywords ==

TaxGPT, Kashif Ali, AI tax research, accounting AI, tax technology, AI agents, MCP, Model Context Protocol, agent orchestration, tax automation, accounting workflow automation, CPA technology, tax advisory, generative AI, ChatGPT for tax, tax compliance automation, accounting innovation, future of accounting, AI governance, AI security.

== Call to Action ==

Are general-purpose AI tools creating more risk than value for tax professionals?

Join Randy Johnston, Brian Tankersley, and TaxGPT founder Kashif Ali as they explore the difference between consumer AI and purpose-built tax intelligence platforms, the rise of agentic workflows, and how AI is reshaping the future of accounting firms.

'''Listen now to ATL263 of the Accounting Technology Lab.'''

Podcast

Bftcpa606 — Sun, 14 Jun 2026 00:51:27 GMT

Episode List (2025-Present, episodes 187-)

@@ Line 17: / Line 17: @@
 ! Release Date
 !YouTube
 |-
 |260

ATL261

Bftcpa606 — Sun, 14 Jun 2026 00:42:41 GMT

Created page with "{{Podcast Episode |episode=ATL261 |title=Keyveve |series=Accounting Technology Lab |hosts=Randy Johnston; Brian F. Tankersley, CPA.CITP, CGMA |runtime=13 minutes |release_date=2026-06-05 }} = ATL261 – Keyveve = == Episode Summary == In ATL261, Randy Johnston and Brian Tankersley examine '''Keyveve''' (also referred to in the discussion as Kaviv), an emerging accounting technology platform designed to unify client portals, document management, workflow automation, co..."

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{{Podcast Episode
|episode=ATL261
|title=Keyveve
|series=Accounting Technology Lab
|hosts=Randy Johnston; Brian F. Tankersley, CPA.CITP, CGMA
|runtime=13 minutes
|release_date=2026-06-05
}}

= ATL261 – Keyveve =

== Episode Summary ==

In ATL261, Randy Johnston and Brian Tankersley examine '''Keyveve''' (also referred to in the discussion as Kaviv), an emerging accounting technology platform designed to unify client portals, document management, workflow automation, communications, and AI-powered intelligence into a single environment. The hosts highlight how accounting firms continue to struggle with fragmented systems where documents, client communications, and workflow tools operate in separate silos. Keyveve addresses this challenge by creating a centralized engagement platform that connects staff workflows, client collaboration, document storage, AI classification, and task management.

The discussion explores several standout capabilities, including AI-driven document classification, automatic file naming, threaded communications, document collaboration, workflow tracking, engagement templates, and intelligent search across firm knowledge. The platform also supports modern client interactions by consolidating uploads, messages, and documentation that often arrive through multiple channels such as email, text messages, and portals.

Randy and Brian note that Keyveve appears capable of supporting tax, audit, client accounting services (CAS), and advisory engagements within a single platform. They also discuss the growing importance of AI-assisted document management and suggest that firms seeking alternatives to legacy systems such as FileCabinet CS should evaluate platforms like Keyveve as part of their future technology strategy.

== Key Takeaways ==

* Combines portal, workflow, document management, communications, and AI in one platform.
* Supports tax, audit, CAS, and advisory workflows.
* Uses AI for document classification and automatic naming.
* Enables multi-threaded communications between staff and clients.
* Provides centralized firm knowledge and searchable engagement data.
* Includes workflow ownership, task management, and deadline tracking.
* Offers customizable engagement templates.
* Potential replacement option for firms transitioning away from legacy document management systems.

== Memorable Quotes ==

{| class="wikitable"
! Timestamp
! Quote
|-
| 03:00
| "The real problem is, how do we consolidate all of these phone conversations and different sources of documents?"
|-
| 05:10
| "The platform is one of the ones that I see that can handle tax and client accounting services and audit and advisory work in a single platform."
|-
| 06:05
| "I don't need those three engines all working within separate silos, I need them to work together."
|-
| 07:30
| "This classification thing saves you a bunch of time."
|-
| 08:55
| "What if the AI just did that in the background?"
|-
| 10:30
| "Now you can be in a better position to have your arms around what's going on."
|-
| 11:45
| "We get rid of the chase, and we get more visibility and smarter firm knowledge."
|}

== Suggested Episode Titles ==

# Keyveve: Bringing Workflow, Documents, and AI Together
# The Future of Accounting Firm Platforms
# Beyond the Client Portal: Exploring Keyveve
# AI-Powered Document Management for Modern Firms
# Replacing Silos with Intelligent Firm Workflows
# A Unified Platform for Tax, Audit, CAS, and Advisory
# How Keyveve Reimagines Accounting Firm Operations

== Social Media Posts ==

=== LinkedIn / Facebook ===

==== Post 1 ====

What happens when client portals, document management, workflow automation, and AI all live in one platform? In ATL261, Randy Johnston and Brian Tankersley explore Keyveve and its vision for modern accounting firms.

#AccountingTechnology #AI #CPAFirm

==== Post 2 ====

Accounting firms are drowning in disconnected systems. ATL261 explores how Keyveve combines communications, workflows, document management, and AI into a unified experience.

#FirmManagement #AccountingInnovation

==== Post 3 ====

AI-powered document classification, automatic file naming, workflow tracking, and client collaboration—all in one platform. Learn why Keyveve caught Randy and Brian's attention.

#DocumentManagement #AccountingTech

=== X / Threads ===

* "I don't need those three engines all working within separate silos, I need them to work together." ATL261 explores a platform built around that idea. #AccountingTech
* Could AI finally solve document organization in accounting firms? ATL261 looks at Keyveve's approach. #AI
* Tax. Audit. CAS. Advisory. One platform? Randy and Brian discuss Keyveve in ATL261. #CPA
* Automatic document classification may be the future of firm operations. #AccountingTechnology
* What if AI organized client files for you automatically? ATL261 explores that possibility.

== Discussion Questions ==

# How much time does your firm spend managing documents across multiple systems?
# Could a unified platform reduce administrative overhead in your practice?
# What role should AI play in document management?
# Are legacy document management systems meeting modern firm needs?
# How important is workflow visibility across departments?

== Products, Services, and Companies Mentioned ==

{| class="wikitable sortable"
! Product / Company
! Category
! X
! Facebook
! LinkedIn
! Instagram
|-
| Keyveve (Kaviv)
| Accounting Firm Platform
| N/A
| N/A
| Keyveve
| N/A
|-
| CPA Practice Advisor
| Media / Publications
| @CPAPracticeAdv
| CPA Practice Advisor
| CPA Practice Advisor
| @cpapracticeadvisor
|-
| Microsoft 365
| Productivity Platform
| @Microsoft365
| Microsoft
| Microsoft
| @microsoft365
|-
| OpenOffice
| Office Suite
| N/A
| Apache OpenOffice
| Apache Software Foundation
| N/A
|-
| NetDocuments
| Document Management
| @NetDocuments
| NetDocuments
| NetDocuments
| @netdocuments
|-
| FileCabinet CS
| Document Management
| N/A
| Thomson Reuters Tax & Accounting
| Thomson Reuters Tax & Accounting
| N/A
|-
| Paperless-ngx / Paperless
| Open Source Document Management
| N/A
| Community Managed
| Paperless-ngx
| N/A
|-
| Docket
| Document Management
| N/A
| N/A
| N/A
| N/A
|}

== Promotional Blurb ==

Are accounting firms finally moving beyond disconnected portals, workflow systems, and document repositories? In ATL261, Randy Johnston and Brian Tankersley examine Keyveve, an emerging platform that combines client collaboration, workflow automation, document management, and AI-powered intelligence into a unified environment. Learn how AI classification, automated document organization, and centralized engagement management could help firms improve efficiency while reducing administrative burden. Whether you're evaluating alternatives to legacy document management systems or searching for a more integrated technology stack, this episode offers valuable insights into the next generation of accounting firm platforms.

== Hashtags ==

<nowiki>
#AccountingTechnology
#AccountingFirm
#CPA
#DocumentManagement
#WorkflowAutomation
#ArtificialIntelligence
#TaxTechnology
#AuditTechnology
#CAS
#AdvisoryServices
#PracticeManagement
#CPAFirm
#AccountingInnovation
#DigitalTransformation
#AccountingPodcast
#TechnologyLab
#CPAPracticeAdvisor
#Keyveve
#FirmEfficiency
#FutureOfAccounting
</nowiki>

[[Category:Accounting Technology Lab]]
[[Category:Podcast Episodes]]
[[Category:Document Management]]
[[Category:Artificial Intelligence]]
[[Category:Practice Management]]
[[Category:Accounting Technology]]
[[Category:2026 Podcasts]]

ATL262

Bftcpa606 — Sun, 14 Jun 2026 00:40:46 GMT

Created page with "{{Podcast Episode | episode = ATL262 | title = 2026 Black Ore AI Tax Summit | podcast = Accounting Technology Lab | hosts = Randy Johnston, Brian Tankersley | release_year = 2026 | category = AI, Tax Technology, Accounting Innovation }} = ATL262 – 2026 Black Ore AI Tax Summit = == Episode Summary == In this episode of the Accounting Technology Lab, Randy Johnston and Brian Tankersley provide an in-depth recap of the 2026 Black Ore AI Tax Summit held at Nasdaq Tower..."

New page

{{Podcast Episode
| episode = ATL262
| title = 2026 Black Ore AI Tax Summit
| podcast = Accounting Technology Lab
| hosts = Randy Johnston, Brian Tankersley
| release_year = 2026
| category = AI, Tax Technology, Accounting Innovation
}}

= ATL262 – 2026 Black Ore AI Tax Summit =

== Episode Summary ==

In this episode of the Accounting Technology Lab, Randy Johnston and Brian Tankersley provide an in-depth recap of the 2026 Black Ore AI Tax Summit held at Nasdaq Tower in New York City. The event brought together many of the accounting profession’s most influential leaders, technology innovators, managing partners, and AI experts to discuss the rapidly evolving future of AI-powered tax preparation and advisory services.

The hosts review Black Ore's launch of Tax Autopilot and discuss industry predictions that fully autonomous individual tax preparation may arrive by 2027, with autonomous entity tax preparation following shortly thereafter. They explore the profession’s growing labor shortage, the role of AI in addressing staffing challenges, and the importance of high-quality, structured data as the foundation for successful AI implementations.

The episode also highlights presentations from leaders at Ramp, EisnerAmper, Deloitte, KPMG, PwC, BDO, and other major firms. Key themes included AI-native accounting firms, the transition from compliance work to advisory services, enterprise AI adoption, data governance, process redesign, and the growing influence of private equity in the accounting profession.

Ultimately, the discussion paints a picture of a profession entering a transformational era where AI will automate routine work and create new opportunities for firms to deliver higher-value advisory services.

== Key Takeaways ==

* AI-powered tax preparation is rapidly maturing.
* Black Ore predicts fully autonomous tax preparation by 2027.
* Labor shortages are accelerating adoption of AI solutions.
* Data quality remains the largest barrier to successful AI implementation.
* Firms are increasingly shifting talent from compliance work toward advisory services.
* AI-native accounting platforms may require a complete redesign of accounting workflows.
* Private equity continues to reshape the accounting profession.

== Notable Quotes ==

{| class="wikitable"
! Timestamp
! Quote
|-
| 02:28
| "By the end of 2027 we would have fully autonomous tax prep."
|-
| 03:07
| "They wanted to produce a 100% optimal AI with 99% accuracy."
|-
| 08:24
| "ROI should not matter at first."
|-
| 08:39
| "You have to let chaos reign, and then rein in the chaos."
|-
| 13:20
| "Getting the data quality up was the most significant impediment to their use of AI."
|-
| 15:51
| "I'm not sure we're not going to have to have another level of revolution in the accounting space."
|-
| 19:34
| "If we have the less mundane compliance work done for us automatically, can we use our talent to turn it over to advisory?"
|-
| 21:22
| "Advisory requires us to become more comfortable with managing risk and not eliminating it."
|-
| 27:05
| "It was probably the best event that I've been to in 10 or 15 years."
|-
| 27:28
| "It was kind of like the accounting and tax equivalent of the Met Gala."
|}

== Social Media Promotion Posts ==

# The future of tax preparation is arriving faster than most firms realize. Black Ore predicts fully autonomous tax prep by 2027. Are firms ready? #AI #TaxTech #Accounting
# The accounting profession faces a projected 600 million-hour labor shortfall by 2030. AI may not be optional—it may be essential. #AccountingProfession #AI
# "ROI should not matter at first." One of the most thought-provoking lessons from the Black Ore AI Tax Summit. Innovation requires experimentation. #Leadership #AI
# Data quality remains the biggest barrier to AI success in accounting. Garbage in. Garbage out. #DataGovernance #AccountingTechnology
# AI isn't replacing accountants. It's creating opportunities for accountants to move into higher-value advisory roles. #AdvisoryServices #CPA
# The Black Ore AI Tax Summit brought together leaders from PwC, KPMG, BDO, EisnerAmper, Deloitte, Ramp, and more. #AccountingLeadership
# Could tax returns really be prepared in under five minutes? Early adopters are already seeing dramatic results. #TaxAutomation
# The future belongs to AI-native firms built around intelligent workflows and clean data. #AINative #AccountingInnovation
# Ramp's AI journey offers a powerful lesson: let chaos reign, then rein in the chaos. #DigitalTransformation
# The discussion at the Black Ore Summit made one thing clear: advisory is the future growth engine for firms. #CAS #Advisory
# Accounting firms must rethink processes, not simply automate old ones. #ProcessImprovement #AI
# The biggest challenge for enterprise AI? Consistent, structured, usable data. #DataStrategy
# Private equity continues reshaping the accounting profession. Are firms prepared for the next wave of consolidation? #PrivateEquity
# AI-powered tax preparation is moving from concept to reality. The timeline may surprise you. #FutureOfTax
# Accounting leaders are increasingly focused on scaling expertise rather than scaling headcount. #FirmManagement
# Could AI allow firms to double revenue without doubling staff? Industry leaders think so. #GrowthStrategy
# The accounting profession is entering one of the most significant technology transitions in its history. #AccountingTech
# AI-first accounting platforms may become as disruptive as cloud accounting was a decade ago. #Innovation
# One recurring theme from every panel: data quality drives AI outcomes. #DataQuality
# The 2026 Black Ore AI Tax Summit demonstrated that the future of tax is no longer theoretical—it's operational. #TaxTechnology

== Products, Services, and Organizations Mentioned ==

{| class="wikitable sortable"
! Company / Product
! Description
|-
| Black Ore
| AI-powered tax automation platform
|-
| Tax Autopilot
| Black Ore's autonomous tax preparation platform
|-
| Filed
| AI tax preparation competitor
|-
| Magnetic
| AI tax preparation competitor
|-
| Solomon
| AI tax preparation competitor
|-
| Additive
| K-1 automation platform
|-
| Abacus
| K-1 automation platform
|-
| Ramp
| AI-powered expense management and AP platform
|-
| Concur
| Expense management platform
|-
| SAP
| Enterprise software company
|-
| Meta
| Technology company
|-
| Goldman Sachs
| Financial services company
|-
| Advent International
| Private equity firm
|-
| EisnerAmper
| Accounting and advisory firm
|-
| KPMG
| Global accounting firm
|-
| PwC
| Global accounting firm
|-
| BDO
| Global accounting firm
|-
| Deloitte
| Global accounting firm
|-
| Withum
| National accounting firm
|-
| Elevate the CPA Group
| Advisory-focused accounting organization
|-
| AI Native Foundation
| AI-focused accounting nonprofit
|-
| Andreessen Horowitz (A16Z)
| Venture capital firm
|-
| Saks
| Enterprise organization represented on panel
|-
| Citron Cooperman
| National accounting firm
|-
| CPA Practice Advisor
| Accounting technology publication
|-
| Accounting Today
| Accounting industry publication
|-
| Earmark
| Accounting education platform
|}

== Social Media Accounts ==

{| class="wikitable sortable"
! Company/Product
! X
! LinkedIn
! Facebook
! Instagram
|-
| Black Ore
| @BlackOreAI
| Black Ore
| N/A
| @blackoreai
|-
| Ramp
| @Ramp
| Ramp
| Ramp
| @rampbusiness
|-
| EisnerAmper
| @EisnerAmper
| EisnerAmper
| EisnerAmper
| @eisneramper
|-
| KPMG
| @KPMG
| KPMG
| KPMG
| @kpmg
|-
| PwC
| @PwC
| PwC
| PwC
| @pwc
|-
| Deloitte
| @Deloitte
| Deloitte
| Deloitte
| @deloitte
|-
| BDO USA
| @BDO_USA
| BDO USA
| BDO USA
| @bdousa
|-
| Withum
| @WithumCPA
| Withum
| Withum
| @withumcpa
|-
| CPA Practice Advisor
| @CPAPracticeAdv
| CPA Practice Advisor
| CPA Practice Advisor
| N/A
|-
| Accounting Today
| @AccountingToday
| Accounting Today
| Accounting Today
| @accountingtoday
|-
| Earmark
| @EarmarkCPE
| Earmark CPE
| Earmark CPE
| @earmarkcpe
|-
| SAP Concur
| @SAPConcur
| SAP Concur
| SAP Concur
| @sapconcur
|}

== Suggested Episode Headlines ==

* AI Tax Preparation Reaches a Tipping Point
* Inside the 2026 Black Ore AI Tax Summit
* Fully Autonomous Tax Prep by 2027?
* The Future of Tax Firms Is AI Native
* Why Data Quality Determines AI Success
* From Compliance to Advisory: The Next Evolution of Accounting
* Private Equity, AI, and the Future of CPA Firms
* Tax Autopilot and the Race to Autonomous Returns
* The Accounting Profession's AI Transformation
* What Accounting Leaders Learned at the Black Ore Summit

== Suggested Hashtags ==

<code>
#AccountingTechnology
#TaxTechnology
#ArtificialIntelligence
#GenerativeAI
#CPA
#TaxPreparation
#AdvisoryServices
#AccountingFirms
#DigitalTransformation
#BlackOre
#TaxAutopilot
#FutureOfAccounting
#AccountingInnovation
#AITax
#AccountingLeadership
</code>

== Episode Metadata ==

* Podcast: Accounting Technology Lab
* Episode Number: ATL262
* Episode Title: 2026 Black Ore AI Tax Summit
* Hosts: Randy Johnston and Brian Tankersley
* Topics: Artificial Intelligence, Tax Automation, Advisory Services, Accounting Technology, Private Equity, Data Governance
* Featured Organizations: Black Ore, Ramp, EisnerAmper, Deloitte, KPMG, PwC, BDO, Withum, AI Native Foundation