Where AI Helps and Where It Still Intimidates Us with Steven Gabrielsen

24/09/2025 40 min Temporada 1 Episodio 9
Where AI Helps and Where It Still Intimidates Us with Steven Gabrielsen

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Episode Synopsis

Are you curious how real tax pros are using AI in their firms today and where they're drawing the line?  In this episode of Deduct This, CPA and firm owner Steven Gabrielsen shares how he's harnessing AI to streamline workflows, free up time for advisory work, and boost client service without sacrificing the human relationships that define his practice. What you'll learn:Steven's journey from early adopter to AI advocate, and what tools actually delivered ROIHow automation is reshaping tax prep, bookkeeping, and client communicationReal talk: where AI still feels risky or untrustworthy for tax prosWhy firm structure matters if you want to innovate without burning outTips for starting small, building confidence, and keeping people at the centerWhether you're already integrating AI or just exploring its possibilities, this conversation offers grounded insights from someone who's balancing tech innovation with client trust.  Explore the future of tax tech with Intuit Professional Tax Software. Your partner for cloud-based tax planning, automation, and advisory services:https://accountants.intuit.com/tax-software/ Connect with the hosts:Carrie Hammond – linkedin.com/in/cahammondLexi Bonicard – linkedin.com/in/lexibonicardFollow Steven Gabrielsen (Snapback CPA):LinkedIn: https://www.linkedin.com/in/stevengabrielsen/Instagram: https://www.instagram.com/snapbackcpa/

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