Field notes on shipping AI agents.
Playbooks, ROI, and how teams get agents from pilot to production, and become AI-native.
AI MVP Development: How to Build a Real AI Prototype, Not a Demo
AI MVP development, step by step: demo vs MVP, eval sets first, six stages with exit criteria, what drives cost and what changes in production.
AI Agent Maintenance: Who Runs Your Agents After Go-Live
AI agent maintenance explained: who owns a live agent, four ways to staff it, run SLA terms, model deprecations, incident runbooks and running costs.
IndustryHow to Build an AI Agent in Slack That Your Firm Owns
Build an AI agent in Slack your firm owns: when Slackbot or Dust is enough, the scopes it needs, in-thread approval, logging, and how Teams changes the plan.
IndustryAI Tools for Law Firms: What to Buy and What to Build
AI tools for law firms by category: research, contract review, e-discovery, intake and copilots, the vendor questions to ask, and when to build instead.
IndustryAI Employees: What They Are, What They Cost to Run, and Who Supervises Them
What AI employees are, how they differ from chatbots, renting vs owning one, which accounting and law firm jobs suit them, what they cost and who supervises.
IndustryHow to Choose an AI Implementation Partner: Questions to Ask Before You Sign
How to choose an AI implementation partner: ten questions to ask, what good answers sound like, red flags, contract terms, and 7216 and ABA 512 checks.
IndustryBusy Season Burnout: Will AI Give Your Accountants Their Hours Back?
AI can stretch busy season the way remote work stretched the workday. How CPA firm partners decide where freed hours go, curb scope creep and measure hours.
IndustryPrompt Engineering for Lawyers: A Firm Standard, Not a Personal Skill
Prompt engineering for lawyers at firm level: a shared prompt library, a screen for confidential inputs, a citation check and supervision under ABA Opinion 512.
IndustryAI Skills Gap in Accounting Firms: What to Train, Hire, or Hand Off
The AI skills gap in accounting is review, exceptions and workflow ownership. Map each skill to an Ownership Map tier and decide to train, hire or hand it off.
IndustryHow to Set Up an AI Steering Committee at an Accounting or Law Firm
Who sits on an AI steering committee at a 20 to 200 person accounting or law firm, what it approves, a charter outline, KPIs, and its 7216 and ABA 512 duties.
IndustryShadow AI in Law Firms: The Risk, the Rules, and the Fix
Shadow AI puts client data in personal AI accounts. What ABA Opinion 512 and Rules 1.6, 5.1 and 5.3 require, how to find it, and how to replace it.
IndustryOffshore Accounting Staff vs AI Agents: How CPA Firms Should Decide
Offshore staff or AI agents for your CPA firm? Compare true cost once review is counted, turnaround, 7216 offshore consent, SSN masking and a hybrid.
IndustryIn-House vs Outsourced AI Development: Which Fits Your Firm
Hire an AI team, outsource to a dev shop, or use a partner? Compare speed, cost, client data and code ownership, plus 7216 and privilege rules.
IndustryWhy Staffing Agencies Are Leaving Traditional HR Software for AI Agents
Why HR software built for in-house teams fails staffing agencies, which workflows AI agents can run, rent vs own, and the LL144 and EEO rules that apply.
IndustryCan You Send Client Tax Data to an AI Tool? Section 7216 Says Yes, With Consent
26 CFR 301.7216-3 permits consent-based disclosure, so 7216 is no absolute bar. What consent requires, what is unsettled, and the Safeguards Rule overlap.
IndustryUnder 5,000 Clients? Four Safeguards Rule Duties You Do Not Have, and the Ones You Still Do
16 CFR 314.6 removes four Safeguards Rule duties for firms under 5,000 consumers. Which four, what survives, and how firms miscount the threshold.
IndustryA Federal Judge Ruled That AI Chats Are Not Privileged. The Footnotes Matter More.
A federal judge held that chats with a public AI platform are not privileged. What the ruling binds, what it leaves open, and the footnote on counsel direction.
IndustryCan software decide economic nexus for your clients, and where does it have to stop?
Software can monitor state thresholds and alert you, but it cannot decide sourcing, taxability, marketplace treatment or whether to register. Here is the line.
IndustryYour WISP was written before AI, and the IRS sample never mentioned it
IRS Publication 5708 has zero references to artificial intelligence. If your firm built its WISP from the sample, it no longer describes what you do.
IndustryWhat a peer reviewer will ask about the AI your firm uses
The AICPA peer review standards never mention artificial intelligence. Here is what your reviewer will actually test when an agent touched the workpapers.
IndustryAutomate Tax Workpaper Preparation: What Automates, What Assists, and What Stays With the Preparer
A step by step look at tax workpaper preparation for CPA firms: which steps automate today, which only draft, and which stay with the licensed preparer.
IndustryAutomation Does Not Cut Your Invoice. It Cuts Your Renewal.
Automate a bookkeeping engagement and the invoice stays at $650. The $269 shows up on a competitor quote sheet instead, and you meet it when the letter comes up.
IndustryAI Implementation Cost for Accounting Firms (2026 Bands)
One AI workflow costs an accounting firm $12,000 to $34,000 to build and $690 to $2,630 a month to run, once you count the reviewer. Full tables and when to buy instead.
IndustryHow to Scale an Accounting Firm Without Hiring More Staff
A nine person firm reclaims about 857 hours in year one. That is either $99,000 of advisory capacity or a $72,000 avoided hire, never both. Scaled by firm size.
IndustryWhat to Charge for AI-Enabled Accounting Services
Real price bands for AI-enabled bookkeeping, controller and CFO services, the margin behind each tier, and why passing the saving on to clients is the worst option.
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