AI Tools for Accountants & Bookkeepers (2026)
For most firms, AI pays off first in the grind work: capturing receipts and bills, categorizing and reconciling bank feeds, and chasing clients for missing documents. Each guide below compares real pricing and user feedback, with every source linked.
Before any client data touches an AI tool: tax preparers need written client consent to disclose return information to third parties (IRC §7216), and the FTC Safeguards Rule requires a written security plan and vendor oversight. The rules, explained.