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ATL233: Tech Innovation Awards 2025 (Part 2 of 2)
Podcast Title: Tech Innovation Awards 2025 (Part 2 of 2)
Series: Accounting Technology Lab Podcast
Hosts: Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA
Release Date: November 14, 2025
Episode Length: 27:21 minutes
- CPAPA Article
- YouTube
Summary
In Part 2 of the 2025 Accounting Technology Innovation Awards coverage, hosts Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA, discuss groundbreaking accounting, audit, and advisory tools. Highlights include BDO’s AI-powered consultative selling persona for cross-service opportunities; For Impact Data, an advisory AI platform providing client-centric diagnostics; CaseWare ADA, an AI assistant for audit efficiency and secure data handling; Karbon’s end-to-end tax workflow, integrating with Stanford Tax; Makers Hub’s purchase order automation; and RICO ScanSnap IX2500, a next-generation scanner for offices. The hosts emphasize the need for innovation, workflow modernization, and experimenting with AI to drive firm productivity and growth.
Key Quotes
- (02:55) Randy Johnston: "Advisory services should be very client-centric and done for the benefit of the client, not just to sell more services."
- (06:30) Brian F. Tankersley: "You can’t run the future looking out the back window — advisory means looking forward."
- (11:59) Brian F. Tankersley: "Block off time to tinker — the productivity gains from these tools are revolutionary."
- (17:41) Brian F. Tankersley: "You can now integrate tools like Power Automate without spending the gross national product of India."
- (26:09) Brian F. Tankersley: "Broken processes will never fix themselves — you have to try new tools."
Mentioned Products and Companies
| Product / Company | Description | X (Twitter) | |||
|---|---|---|---|---|---|
| BDO Consultative AI Tool | Internal AI-driven selling persona to enhance cross-service referrals | @BDOglobal | BDO | BDO | @bdo_global |
| 4ImpactData | Client-centric AI platform delivering advisory insights and diagnostics | ||||
| CaseWare ADA | AI-powered assistant improving audit efficiency and workflow | @CaseWareIntl | CaseWare | CaseWare | @caseware |
| Karbon | Workflow management platform with new end-to-end tax workflow integration | @KarbonHQ | Karbon | Karbon | @karbonhq |
| Stanford Tax | Partner tool for tax workflow and client management | — | — | Stanford Tax | — |
| Makers Hub | AI-driven accounts payable and purchase order automation platform | @MakersHubAI | — | Makers Hub | — |
| RICO ScanSnap IX2500 | High-performance scanner enhancing office productivity | @RICOHGlobal | RICOH | RICOH | @ricohglobal |
| CPA Practice Advisor | Publisher of the Technology Innovation Awards | @CPAPracticeAdv | CPA Practice Advisor | CPA Practice Advisor | @cpapracticeadvisor |
| Accounting Technology Lab Podcast | Hosted by Randy Johnston & Brian F. Tankersley; covers accounting technology | @AcctTechLab | — | Accounting Technology Lab | — |
Related Episodes
- Tech Innovation Awards 2025 (Part 1 of 2) – Tax Tools and AI-driven research solutions
- Interview with Mary Delaney (Carbon CEO) – Part 1
- Interview with Mary Delaney (Carbon CEO) – Part 2
See Also
