As a CPA, technology is central to everything I do. When we recruit new team members, we look for people who are not only technically sound in tax and accounting but who also genuinely love technology.

We are all learning a crazy amount right now, especially with AI, so our team members need to be lifetime learners who enjoy evolving.

We are very careful about the tech we pick because our clients have to interface with it, and we don’t want to be changing systems very often.

In this article are the core software that keeps my firm and my life running.

Firm Stack

These are the main tools we use to manage the business.

Choosing the right tools was part of my journey building Fusion CPA from the ground up. I share more about why I chose to build my own firm in this post about ownership and control.

  • UltraTax by Thomson Reuters: This is our core, best-in-class tax software.
  • Karbon: We use this project management system for tracking all tax and accounting projects.
  • QuickBooks Online: We use this for our small business clients.
  • NetSuite: This is what we use for our larger, emerging enterprise companies, generally those in the $5 to $75 million range.

Productivity Apps

On the personal productivity and learning side, I use several apps to stay informed and connected.

  • Learning: Spotify for podcasts and Audible for continuous learning.
  • Social Media: The only ones I really use are Twitter (X) and LinkedIn.
  • Communication: I use WhatsApp a lot.
  • Navigation: I use Google Maps a lot, which seems common, but it’s essential.
  • Music: Pandora is my main music app.
  • AI Tools: I use a blended approach. I primarily rely on ChatGPT and Perplexity.

Personal Apps

Outside of work, these are a few of the other apps I use regularly.

  • Sleep: I use the SleepMe app, which controls the temperature of my mattress to help track my sleep.
  • Travel: I’m a Diamond Medallion flyer with Delta, so I use the Delta app a decent amount when I am traveling.
  • Fun: I look forward to using the Yahoo Fantasy Football sports app about three months a year. It’s a game I play with my friends, a way to talk some trash and just unwind.

Conclusion

My tech stack is a blend of best-in-class accounting software like UltraTax and Karbon, mixed with productivity and personal apps like Perplexity and Audible that help me keep learning and relaxing.

Using the right technology allows my firm to stay efficient while ensuring my clients have a stable, easy-to-use platform. For me, it’s about finding the right tools to support both my professional and personal life.

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