Dave Haase, Founder of Juno, reveals why the tax industry is decades behind in technology adoption and what it's costing both practitioners and clients. From 20-year-old software to manual data entry from image files, discover the inefficiencies that are keeping tax professionals trapped in outdated processes.

Dave shares his journey from buying his first firm in 2015 to starting an AI automation company focused on modernizing tax preparation and review. Learn why the current technology landscape makes it harder for tax pros to work efficiently, get paid well for their expertise, and ultimately leads to burnout.

This episode kicks off a series dedicated to improving processes, adopting new technology, and bringing the tax profession into the modern age. Whether you're a firm owner, work in a tax practice, or are involved in tax technology, this conversation explores the path forward for the industry.

Key topics covered:

[00:00] Intro

[00:27] Why tax software remains 20 years outdated

[00:40] Manual data entry costs clients more

[00:54] Technology traps firm owners daily

[01:10] Breaking free from inefficient processes

[01:26] Moving beyond compliance to advisory services

[01:39] Guest lineup spans firm owners to tech leaders

[01:54] Community driven topic suggestions welcome

Subscribe to Modern Tax Pros for insights on improving tax practice efficiency, adopting new technology, and transitioning to advisory services.

Hosted on Acast. See acast.com/privacy for more information.