Back to Home

IRS Cuts Staff, Deploys AI Agents Now

Monday, November 24, 2025

AI Accounting Daily
Hey, Accounting Pros!
Welcome back to AI Accounting Daily, your #1 source for AI news in accounting.
Today, we’re covering the IRS rolling out Salesforce AI agents across key divisions that could compress notice and appeals timelines, Intuit’s AI-fueled surge with QuickBooks and Live Assisted lifting revenue, and Billtrust data showing finance leaders bracing for AI-driven fraud even as deployments accelerate. Plus, we’re taking a look at new tools reshaping workflows—Agora automating client inquiries and email triage, and ChatGPT’s new group chats testing multi-user prompting and collaboration.

Presented by

Karbon: The AI practice management platform built for accounting firms.

Karbon: The AI practice management platform built for accounting firms.

Streamline your firm’s work with AI that automates tasks, manages projects, and keeps your team aligned — all in one platform.


Your firm, powered by AI:

• Workflow automation reduces repetitive, low-value tasks

• Project & task management keeps every job on track with complete visibility

• Email & team collaboration centralizes communication and simplifies coordination

• Client management & portal securely manages relationships and shares sensitive information


Trusted by accounting firms saving 18.5 hours per employee per week.

See how Karbon helps firms work smarter →


Latest in Accounting AI

1

IRS Deploys Salesforce AI Agents Across Divisions

The IRS is rolling out Salesforce’s Agentforce in Chief Counsel, Taxpayer Advocate Service, and Appeals after cutting at least 25% of staff. Agents handle intake and routing with guardrails—no final decisions or payments. For practitioners, notice and appeals timelines may compress, while verification remains human.
Read full story
2

Intuit AI Lifts QuickBooks Revenue 20 Percent

Intuit outpaced a soft small‑biz backdrop with AI pulling weight across QuickBooks and TurboTax. Q1 revenue rose 18% to $3.89B; QuickBooks Online jumped 20% to $2.02B and Live Assisted grew 50%, easing reconciliations and tax prep. Guidance held, but client budgets are the counterweight.
Read full story
3

Agora Automates Client Inquiries And Email Triage

Blue Ocean Applications launched Agora, an autonomous AI resolving 90% of customer inquiries and triaging high-volume email. For firms, the client intake inbox shifts from manual sorting to exception handling. What changes next is how controls and tone keep pace as machines handle most replies.
Read full story

AI Applications

1. Hedy - automates payroll education and compliance tracking so accounting firms support clients with clear guidance, reduce liability risks, and strengthen HR advisory services.
2. Skillfully - assesses candidate skills via real‑world simulations so your firm hires smarter, lowers training time and builds a more capable junior team for advisory services.
3. Jupid - automates LLC formation, bookkeeping and tax-filing workflows so your firm adds compliant services, reduces admin overhead and scales advisory revenue without hiring extra staff.
4. Demodesk - streamlines client meetings by automating scheduling and screen-sharing workflows so accountants save prep time, improve collaboration, and enhance client satisfaction.
5. ReceiptsAI - scans, categorizes, and extracts receipt data using AI so your firm eliminates manual entry, ensures accuracy, and speeds up bookkeeping processes.
6. PracticeProtect - combines human expertise with AI-supported cybersecurity to protect client data, ensuring compliance, reducing risk, and safeguarding firm reputation.

Updates in AI

1

Google Reinvents Search To Counter OpenAI

OpenAI’s surge jolted Google into a sprint, forcing reinvention of search and products. It merged DeepMind with Brain and launched AI Overviews in Search, while betting Gemini can blunt the shift to chat. Publishers and developers are recalculating — traffic and trust are in play.
Read full story
2

OpenAI Adds Group Chats To ChatGPT

ChatGPT is moving from solo assistant to shared workspace: OpenAI launched group chats globally across Free, Go, Plus, and Pro, letting up to 20 people collaborate with the model at once. Users tap the people icon to spin up a group, join via link, and keep original chats private. Travel planning, outlines—even referee duty—fit neatly here, while multi-user prompting and moderation norms are about to be tested.
Read full story
3

Billtrust Finds Finance Leaders Fear AI Fraud

Finance teams like what they see but worry about what they can't. In Billtrust’s survey of 500 finance leaders, 82% fear AI misuse in fraud; 45% have seen AI-crafted phishing and 29% voice-cloning scams, even as 83% plan deployments within two years. Confidence is uneven—76% say they’d catch fake invoices while many flag six-plus monthly, and 27% don’t track incidents—testing whether governance can keep pace.
Read full story

Prompt Ideas

Draft Emails Explaining Missing Items in Books
**Role:** You are a professional in an accounting firm creating resources, checklists, or scripts to streamline internal operations or client communication. **Action:** Write or generate a resource related to **Draft Emails Explaining Missing Items in Books** using clear, professional, and concise formatting. **Context:** - Audience: small accounting firm teams or clients - Goal: improve consistency, clarity, and professionalism - Tone: confident, professional, and approachable - Style: markdown format with bullet points, numbered lists, and headings - Output Length: 200–400 words