AI is transforming how tax and accounting firms work and deliver value
AI is now part of everyday workflows for tax and accounting firms. Research shows that 72% of professionals use AI weekly, and more than a third use it daily. Adoption is accelerating because AI helps firms work smarter. It simplifies complex research, automates repetitive tasks, and surfaces insights that support better decisions.
Advanced AI, including generative and agentic systems, is driving this shift. These technologies enable firms to move beyond basic automation toward intelligent orchestration, where AI can act across processes and adapt to changing information. This evolution is reshaping how professionals spend their time. Instead of focusing on manual data entry or compliance checks, they can concentrate on advisory services, strategic planning, and client relationships.
Firms are investing in AI to stay competitive and agile
Firms that embrace AI are seeing measurable results. According to the
2025 Future Ready Accountant report, 73% of regular AI users report better than expected performance, especially in client service, financial insights, and efficiency. Investments are rising as confidence grows, with 77% of firms planning to increase AI spending by 2028.
While challenges remain, such as data quality and privacy, firms are overcoming them through strong governance and trusted technology partners. AI is becoming a core capability for firms of all sizes. It is helping professionals deliver more value, operate with agility, and stay competitive in a rapidly changing environment.
