Will faster tax prep mean shorter hours—or just more returns to review? Blake Oliver and David Leary compare AI announcements from Intuit Connect, NetSuite SuiteWorld, and CCH Connections. They also explore how Digits, Kick, and Gusto connect accounting data to tools like Claude and ChatGPT. Learn where automation could save time, create new bottlenecks, and push firms to rethink hourly billing.
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Chapters- (00:00) - Bitcoin Audit Reality Check
- (00:19) - Show Intro and Events Preview
- (02:22) - Intuit Connect vs SuiteWorld AI
- (04:13) - Intuit Accountant Suite Tour
- (09:14) - Industry Editions and AI Agents
- (13:12) - AI Pricing and Token Costs
- (17:10) - CCH Connections First Impressions
- (20:42) - Keynote Generic vs Domain AI
- (22:14) - Agentic Tax Prep Demo Walkthrough
- (24:37) - Capacity Burnout and Billing Models
- (27:24) - Document Gathering K1 Bottleneck
- (28:27) - AI ROI Reality Check
- (29:18) - Tax Planning Upside
- (31:29) - Seeing Demos Live
- (32:20) - Audit Agents Expansion
- (33:16) - Intuit Connect Observations
- (36:18) - Digits Multi Entity Push
- (39:07) - MCPs Open vs Closed
- (45:04) - Kick MCP Workflows
- (48:47) - Crypto Audit Cautionary Tale
- (56:38) - Gusto MCP and Slack
- (59:41) - Wrap Up and CPE Tips
Show Notes
Intuit Expands Intelligence Platform to Power the Next Era of Accounting Firm and Business Growth
https://investors.intuit.com/news-events/press-releases/detail/1329/intuit-expands-intelligence-platform-to-power-the-next-era-of-accounting-firm-and-business-growth
NetSuite Advances Vision for an Autonomous Suite
https://www.prnewswire.com/news-releases/netsuite-advances-vision-for-an-autonomous-suite-302919139.html
Intuit Accountant Suite Fall 2026 Updates
https://www.firmofthefuture.com/product-update/intuit-accountant-suite-fall-2026-updates/
Intuit Expands Industry Roster for Intuit Enterprise Suite, Steps Up Midmarket Game
https://www.constellationr.com/insights/news/intuit-expands-industry-roster-intuit-enterprise-suite-steps-midmarket-game
Intuit to Acquire AI-Native Revenue Management Platform Sequence
https://investors.intuit.com/news-events/press-releases/detail/1327/intuit-to-acquire-ai-native-revenue-management-platform-sequence
NetSuite QuickStart Gives US Tech Startups a Free Route Into Its ERP
https://erp.today/netsuite-quickstart-gives-us-tech-startups-a-free-route-into-its-erp/
Wolters Kluwer Launches Agentic Tax Preparation in CCH Axcess, the Agentic Platform for Tax and Accounting
https://www.wolterskluwer.com/en/news/wolters-kluwer-launches-agentic-tax-preparation-in-cch-axcess
Wolters Kluwer Expands Agentic Tax and Audit Capabilities in CCH Axcess
https://www.wolterskluwer.com/en/news/wolters-kluwer-expands-agentic-tax-and-audit-capabilities-in-cch-axcess
Wolters Kluwer Partners with Inscope to Launch Agentic Financial Statement Preparation in CCH Axcess
https://www.wolterskluwer.com/en/news/wolters-kluwer-partners-with-inscope-to-launch-agentic-financial-statement
Digits Touts Multi-Entity Support
https://www.accountingtoday.com/news/digits-touts-multi-entity-support
Digits Launches Write MCP: The Safe Way for AI Agents to Do Accounting
https://insightfulaccountant.com/accounting-tech/vendor-news/digits-launches-write-mcp-the-safe-way-for-ai-agents-to-do-accounting/
Kick MCP
https://www.kick.co/changelog/kick-mcp
Bitcoin Treasury Datavault AI Says It Can’t Access Its BTC, Stock Tanks
https://decrypt.co/382116/bitcoin-treasury-datavault-ai-stock-crashes-cant-access-btc
Datavault AI Inc. Form 8-K
https://www.sec.gov/Archives/edgar/data/0001682149/000110465926118772/tm2628100d1_8k.htm
Gusto MCP
https://gusto.com/product/integrations/gusto-mcp
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Get in Touch
Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.
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