How to AI-Proof Your Firm's Tech Stack

A practical breakdown of what makes software survive the AI agent era. Using two real accounting software examples — Aiwyn and Double — CPA Jason Staats explains the key criteria for evaluating your current tools: do they offer MCP server support or at minimum a solid API? Firms that understand connectivity as the core requirement will pick tools that work with agents, not against them.

Modules

  1. Evaluating Your Current Tools for the Agent Era — Learn the connectivity criteria that separates future-proof software from tools living on borrowed time.