604 Two Incredible Claude Cowork Updates for Accounting Firms [The two best updates of 2026]
π Get smarter faster by learning with other firm owners: https://www.rlz.io/
π© Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
βοΈ Leave me a voicemail at (1)516-980-4968!
π§ Email me! jason@jasononfirms.com
In this episode, I break down two major Claude updates for accounting firms: Live Artifacts and Claude Design. I explain how Live Artifacts can become a personal dashboard across email, calendar, practice management, and month-end tools, and why AI agents working across apps may matter more than AI built inside one app. I also walk through how Claude could generate financial reports, slide decks, landing pages, and even workpaper documentation. Then I answer questions on going national with a niche firm, replacing SafeSend, building referral partnerships, changing tech stacks, using AI safely, and when to hire for a nonprofit accounting firm.
π€ Iβm going live! Grab your tickets here: https://www.jasononfirms.com/events
π₯ Hereβs that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
π A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps
π° Today's Sponsors
Cloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidates
Soraban: https://www.soraban.com/
Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats
Missive: https://missiveapp.com/jason
Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo
// Chapters:
00:00 - Claude updates + nationwide growth
01:25 - Claude Live Artifacts explained
04:02 - Building a personal AI dashboard
10:16 - Should PM systems be worried?
17:31 - AI accounting ledger experiment
22:20 - Claude Design + client deliverables
37:54 - Mailbag begins
38:15 - Scaling beyond local clients
44:09 - Replacing SafeSend
47:08 - White label bookkeeping partnerships
50:18 - Changing tech when the team is tired
57:30 - Safe AI agents + OpenClaw
01:04:28 - Nonprofit CFO firm question
01:07:21 - AI workpaper automation experiment
π£οΈ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
π© Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
βοΈ Leave me a voicemail at (1)516-980-4968!
π§ Email me! jason@jasononfirms.com
In this episode, I break down two major Claude updates for accounting firms: Live Artifacts and Claude Design. I explain how Live Artifacts can become a personal dashboard across email, calendar, practice management, and month-end tools, and why AI agents working across apps may matter more than AI built inside one app. I also walk through how Claude could generate financial reports, slide decks, landing pages, and even workpaper documentation. Then I answer questions on going national with a niche firm, replacing SafeSend, building referral partnerships, changing tech stacks, using AI safely, and when to hire for a nonprofit accounting firm.
π€ Iβm going live! Grab your tickets here: https://www.jasononfirms.com/events
π₯ Hereβs that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
π A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps
π° Today's Sponsors
Cloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidates
Soraban: https://www.soraban.com/
Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats
Missive: https://missiveapp.com/jason
Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo
// Chapters:
00:00 - Claude updates + nationwide growth
01:25 - Claude Live Artifacts explained
04:02 - Building a personal AI dashboard
10:16 - Should PM systems be worried?
17:31 - AI accounting ledger experiment
22:20 - Claude Design + client deliverables
37:54 - Mailbag begins
38:15 - Scaling beyond local clients
44:09 - Replacing SafeSend
47:08 - White label bookkeeping partnerships
50:18 - Changing tech when the team is tired
57:30 - Safe AI agents + OpenClaw
01:04:28 - Nonprofit CFO firm question
01:07:21 - AI workpaper automation experiment
π£οΈ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
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