Episode Details
Back to EpisodesOCR, Research Bots and Meeting Assistants: What Actually Helps This Year? | ARC
Description
Firms use AI, planning, and “hope” to make tax season more manageable.
Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
Center for Accounting Transformation
As firms head into tax season, the hosts of Accounting ARC make a case for lowering the temperature — and the workload — with practical tech choices, proactive planning and a stronger focus on people.
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In a special Tax Season Readiness episode, Donny Shimamoto, CPA.CITP, CGMA; joins co-hosts Liz Mason, CPA; and Byron Patrick, CPA.CITP, CGMA; to preview new tax platform research, spotlight emerging AI tools and talk candidly about what helps teams sustain momentum from January through April.
Shimamoto, founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect for the Center for Accounting Transformation, sets the tone early. He says he intentionally avoids calling it “busy season,” noting that practitioners tell him the upcoming cycle may feel lighter than the past few years. The conversation that follows keeps returning to the same core question: What, specifically, helps firms reduce friction before deadlines hit?