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This AI babysits your clients at 3am

Wednesday, February 25, 2026

GM, !

This is AI Accounting Daily - like guessing the Wordle in three tries. Smart, satisfying, and you'll definitely tell someone.
Here's what we got today: 🤖 This AI stalks your clients so you don't have to 💰 April just turned tax season into a year-round wealth play 🏦 $11M says AI and blockchain will flip small biz lending

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I stopped being the W-9 police.

I stopped being the W-9 police.

Half my job was chasing paper. Emailing vendors. Re-emailing vendors. Calling vendors who ignored my emails. "Hi, just following up on that W-9?"


I sent 47 messages a week asking for the same form. I felt like a collections agent, except the thing I was collecting was free.


That's not finance. That's unpaid admin work with a dress code.


I switched to Tax1099. Now the system sends the W-9 request.

Tracks who responded. Validates the TIN automatically. I stopped chasing. Nobody missed me.


Tax1099 handles the paperwork. I handle the work.

Latest in Accounting AI

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This AI Keeps Your Clients Happy While You Sleep

So, there's this AI called Hatfield that's basically your new best friend. It keeps tabs on your clients 24/7, flags risks, and even reminds you of their birthdays. All while you’re catching Zs. And it drafts emails for you too. What’s next? AI doing your taxes for you?
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2

April's AI Makes Taxes a Wealth Management Game-Changer!

April just turned taxes into a wealth management power-up. Their new platform gives advisors real-time insights and streamlines tax filing like never before. Imagine turning tax season into a year-round growth game. How's that for changing the rules?
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3

NEWITY's $11M Bet: AI + Blockchain = Loan Revolution

NEWITY just snagged $11M to flip the small business loan game with AI and blockchain. Yeah, they’re not just tweaking lending—they’re rewriting the whole playbook. Imagine turning small biz debt into digital assets that anyone can trade. Are we about to see the end of the $350 billion funding gap?
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AI Applications

1. đź§ľ Navan streamlines expense management from swipe to reconciliation, providing real-time visibility and integrating key data with the ERP to save hours on the monthly close.

2. 🤝 Reply.io automates email outreach and follow-ups so accounting firms nurture leads, schedule consultations, and grow their pipeline without manual CRM chasing.

3. 🤝 Lawpath simplifies legal compliance by providing on-demand attorney-verified contracts and automated document creation, allowing firm owners to protect their business and clients without expensive hourly legal fees.

4. ⚡ Vida manages 24/7 AI call answering and automated appointment scheduling so firm owners stop missing inquiries and free staff from repetitive administrative phone work.

5. ⚡ Social Champ streamlines multi-platform social media scheduling and client proofing so accounting firms maintain a professional online presence that attracts high-margin advisory prospects.

6. ⚡ leadpages generates high-converting landing pages with lead enrichment and A/B testing, helping firms build a predictable pipeline of high-quality advisory clients beyond referrals.

Updates in AI

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Gemini Picks Better Playlists Than Me—And I'm Not Even Mad

Gemini's picking better tunes than I ever could. And somehow, I'm not even mad about it. Is AI finally the DJ we've all been waiting for? Time to rethink my mix-tape skills.
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2

AI.com Sold for $70M…But the Real Story's Wild

AI.com just sold for $70 million. Yep, $70M for a domain. But the wild backstory behind this sale? It's the real jaw-dropper. Who knew a URL could have such drama?
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3

VCs Back Both OpenAI and Anthropic. Loyalty? What's That?

VCs are throwing cash at OpenAI and Anthropic. At the same time. Like, pick a side, right? But nope, they're hedging bets on both in this AI showdown. What happened to loyalty?
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Today's Spotlight

Free 2025 Bitcoin Mining Annual Review

Free 2025 Bitcoin Mining Annual Review

Download the 2025 Bitcoin Mining Annual Review: institutional adoption, price drivers, network fundamentals, hashrate trends, public miners, hashprice, difficulty, fees, hardware innovations, and a 2026 outlook.

Prompt of the Day

Summarize IRS or State Tax Changes
**Role:** You are a **tax update writer** who summarizes IRS and state tax code changes for small business clients. **Action:** Summarize **[INSERT TAX CHANGE OR UPDATE]** clearly and concisely. **Context:** - Audience: small business owners and S-corp clients - Goal: explain what changed, who’s affected, and what action to take - Tone: proactive, trustworthy, and client-friendly - Style: short paragraphs, bold key terms, and bullet points - Variables: - **Jurisdiction:** [Federal / State Name] - **Effective Date:** [INSERT DATE] - Structure: 1. What changed 2. Who it affects 3. Key deadlines 4. Action steps - Output Length: **200–400 words**

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Our Curated Collection of AI-powered Tools