tech

Outlook 2026: Agentic AI Reaches the Tipping Point in Tax and Accounting Firms

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AI-powered firms are closing books faster, reallocating staff time to higher-value work, and widening the competitive gap with slower adopters.

By CPA Trendlines Research
Cornerstone Report

As artificial intelligence transitions from a buzzword to a business imperative, CPA firms across the U.S. are quietly beginning to deploy generative AI assistants, machine learning tools, and “agentic” AI platforms to automate audits, prepare taxes, and provide financial insights.

With the astonishing surge in AI adoption, firm leaders say we’ve reached a tipping point where those not investing in AI risk being left behind.

MORE CPA Trendlines Cornerstone Reports

In this Cornerstone Report, accounting firms show how they are leveraging AI to transform their operations, the benefits and challenges they are encountering, and what it all means for the future of the profession, including:

  • Why AI adoption in CPA firms has hit a tipping point
  • How agentic AI is transforming tax, audit, and advisory work
  • The real productivity, ROI, and revenue gains firms are reporting
  • What AI means for staffing, skills, and firm economics
  • The risks, governance challenges, and regulatory implications ahead
  • How firm leaders can deploy AI without falling behind

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How to Use ChatGPT to Create Images

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If you can dream it, ChatGPT can build it.

By Sandi Leyva

ChatGPT 4.0 is enabled with computer vision, which means it can derive information from images that you input. It can also create images that you can use in your business.

Check out our courses on ChatGPT,
offered as a deep discount bundle or separately.
Webinar Schedule:
MORE ChaptGPT here

Here are just a few things I have found when using ChatGPT 4.0 for image creation:

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How to Leverage ChatGPT During This Crazy Tax Season

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Make tax season less taxing and more productive.

By Sandi Leyva and ChatGPT

In the fast-paced world of tax preparation and accounting, time is of the essence. Embracing ChatGPT can dramatically transform your workflow, offering practical and actionable solutions to common challenges.

Check out our courses on ChatGPT,
offered as a deep discount bundle or separately.
Webinar Schedule:
MORE ChaptGPT here

Here’s how you can put ChatGPT to work, making this tax season less taxing and more productive, even if Congress decides to pass a retroactive tax bill right in the middle of busy season.

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Got FOMO When It Comes to AI and ChatGPT? You Should: Here’s What You’re Missing

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… not to mention $856 per week per employee in savings.

By Sandi Leyva

In the 10 months that I have been teaching ChatGPT, I’ve noticed about a third of my webinar participants have set up a free account with OpenAI’s ChatGPT, where they have access to ChatGPT version 3.5. Another third have invested a whopping $20 per month for the paid version, and the remaining third don’t have an account at all. A tiny number of participants are lucky enough to have companies that have invested in the Enterprise version of the software.

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And these are accounting and tax professionals who are eager to learn ChatGPT. If you haven’t embraced the paid version of ChatGPT (individual, Teams or Enterprise), it’s time to learn what you’re missing.

 

 

Check out our courses on ChatGPT,
offered as a deep discount bundle or separately.
Webinar Schedule:
MORE ChaptGPT here

While the free version of ChatGPT can generate answers to thousands of questions, it can’t:

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