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FIRM EDGE
Your clients already ran their taxes through ChatGPT — here's what to do now

Mar 20, 2026

Your clients already ran their taxes through ChatGPT — here's what to do now

Tax season is peaking — and so is AI. This week: clients are showing up with AI‐generated tax answers, new data reveals where AI still fails, and the IRS warns that AI‐powered payroll scams are getting sharper. Here's what matters.

QuickBooks Just Made Bank Recs 3× Faster — Here's What Else Changed This Week

Mar 17, 2026

QuickBooks Just Made Bank Recs 3× Faster — Here's What Else Changed This Week

Tax season is at its peak, and AI isn't slowing down. This week: QuickBooks just sped up bank recs, a DOJ attorney lost his job over AI hallucinations, and new data shows clients are using AI for tax decisions long before they call you. Let's dive in.

AI-Powered Scams Hit the IRS Dirty Dozen

Mar 13, 2026

AI-Powered Scams Hit the IRS Dirty Dozen

Tax season is peak fraud season, and the IRS just confirmed it: AI‐powered scams are now on the Dirty Dozen list for the first time. At the same time, most firms still aren’t using AI daily — even as tools cutting audit cycles by 70% prove the ROI. Here’s what matters this week.

AI is impersonating the IRS — protect your clients now

Mar 10, 2026

AI is impersonating the IRS — protect your clients now

Tax season just got riskier. The IRS's 2026 Dirty Dozen now flags AI‐powered identity theft as a top threat. Crypto clients are accidentally overpaying by thousands, and a new AI filing platform backed by a former IRS Commissioner is shaking up the DIY market. Here's your tactical breakdown:

AI Tax Risks, the MTD Command Center, and a Grok Warning

Mar 4, 2026

AI Tax Risks, the MTD Command Center, and a Grok Warning

This week — a full financial close agent, a new MTD command center, and a government warning that AI tax hallucinations are already hitting tribunals. Let’s dive in.

The $1.15B bet on accounting AI

Feb 26, 2026

The $1.15B bet on accounting AI

This week brought a unicorn-valued accounting agent, a mandatory QuickBooks change, and a fraud warning every firm should note. Here’s what matters.

This week's AI tools for tax season

Feb 19, 2026

This week's AI tools for tax season

Tax season is in full swing, and the tools pulling ahead are the ones built for accounting workflows, not retrofitted from generic automation. This week: a bookkeeping agent cutting real reconciliation time, big-firm validation of agentic AI in tax, and a shutdown story that belongs on every firm's due diligence checklist. Let's dive in.

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