The tax profession is changing fast. New legislation, AI tools, evolving client expectations, and the rise of remote work are reshaping how firms operate — and how professionals build careers.
TaxProExchange Insights covers what actually matters to CPAs, EAs, and tax preparers: practical takes on AI in tax, industry trends worth paying attention to, tools being adopted across the profession, and perspectives from practitioners in the field.
No hype, no fluff — just useful reading for people doing the work.
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Discover AI tools trusted by tax professionals. Vote for your favorites, read real Reddit reviews, and explore resources from the tools themselves.
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AI adoption among tax professionals jumped from 9% to 41% in a single year. But taxpayer trust in AI dropped. Here's what actually happened during the 2025 filing season — and what it means for your firm.
How small tax firms can leverage AI to compete with larger firms' marketing budgets. From content strategy to social media automation, practical solutions for firms without dedicated marketing teams.
Practical playbook for CPAs and EAs to build a fast, search‑optimized website with AI, connect HubSpot CRM and email, and turn visitors into booked consults.
A factual, technical review of Juno's tax automation platform, covering document intake, data extraction, exports, Reviewer quality checks, AI advisor tools, workflow impact, and future development roadmap.
A practical look at SurePrep’s template-driven approach vs AI-native 1040 automation: K-1s, brokerage statements, workpapers, and where each option fits.
Many AI products marketed to tax professionals are thin ChatGPT wrappers that introduce compliance, accuracy, and workflow risks. Here are eight hidden risks every firm should understand.
A structured, practitioner-friendly overview of leading AI tax automation companies in 2026, including categories, ICPs, use cases, pricing, AI-native status, and a vendor evaluation checklist.
What makes public chatbots unable to access taxpayer data, what §7216 protects, and how to use guardrail technology to ensure compliance while preserving workflow.
Practical ways AI is landing in tax firms now. Covering research, preparation, workflow, and advisory, with a vendor checklist and §7216 guidance.
AI is transforming how firms handle tax data. But should your firm build its own local AI tax assistant, or rely on trusted AI assistants like TaxGPT or BlueJ?
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