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TurboTax is opening 600 stores?!

Tuesday, March 3, 2026

GM, !

This is AI Accounting Daily - the second best thing in the world. (#1 is when the elevator opens right as you walk up to it.)
Here's what we got today: 💰 Intuit's AI hit $90M and now they're opening stores 🤖 ADP's bots are coming for your payroll workflows 📱 BECU built a financial advisor that fits in your pocket

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Client uploaded one giant PDF. I didn't cry.

Client uploaded one giant PDF. I didn't cry.

It was 87 pages. W-2s. Bank statements. A 2019 grocery receipt. Six copies of the same 1099.

All in one unholy PDF named "tax stuff final."


I used to spend an hour splitting these apart. Renaming. Sorting. Double-checking I didn't miss anything buried on page 73.


That's not accounting. That's unpaid IT work.


I switched to Canopy. Now? The AI rips the PDF apart.

Matches each doc to my checklist. Renames them using my firm's naming rules.

I didn't touch anything.


Stop sorting. Start working. Use Canopy.

Latest in Accounting AI

1

Intuit's AI Made $90M...and They're Opening Stores!

Intuit's AI just pulled in $90 million and now they're opening stores? Yep, TurboTax is going brick-and-mortar with 600 offices! The AI-driven online giant going physical is like Apple opening stores all over again. But why bet on retail when everyone's going digital?
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2

ADP's AI Just Took Over HR...Including Payroll!

ADP just unleashed AI agents that handle HR and payroll. Yep, it's happening. These bots are set to transform how we find talent and stay compliant. But are we ready to trust AI with our paychecks?
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3

BECU's AI Is the Financial Advisor You Didn't Know You Needed

BECU's got an AI advisor in your pocket. Yeah, like a financial Siri for the rest of us! No more late-night debt juggling... just real advice when you're sweating those bills. So, how exactly is this gonna change your banking game?
Read full story

AI Applications

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2. 10Web optimizes your firm's website using AI SEO and secure hosting, generating a predictable pipeline of qualified leads beyond referrals and growing your advisory business.

3. AWeber automates email and newsletter campaigns so your firm engages prospects consistently, reduces manual outreach, and builds a predictable advisory-service pipeline.

4. 🤝 GetResponse automates your client-and-prospect email campaigns and captures leads so your firm builds a predictable pipeline, improves engagement and reduces reliance on referrals.

5. 📋 Tax 1099 automates 1099 filings and e‑signatures so accounting firms reduce compliance risk, eliminate manual errors, and free capacity for high-value advisory services.

6. 📊 Kick automates your bookkeeping workflows so your firm standardises data, reduces manual reconciliation and unlocks more capacity for high-margin advisory services.

Updates in AI

1

Gemini's Android Magic: Most Folks Have No Clue!

Gemini's pulling off some wild stuff with Android, and nobody seems to notice. Seriously, it's like magic happening under everyone's noses. But what does this mean for your apps and data? You might want to find out before it all changes.
Read full story
2

AI's Writing Your Reviews? Brace for Impact.

Guess what? AI might start writing your performance reviews. Yep, the same tech that can't even spell your name right. HR says it's efficient. You say, "But what about my bonus?" Ready to see how this plays out?
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3

91% Use AI, But Only 41% Can Prove It's Worth It

91% of firms are all in on AI, but guess what? Only 41% can actually prove it's worth the hype. So, what's everyone else doing? Just chilling with fancy software? How long before someone starts asking for receipts?
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Today's Spotlight

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Prompt of the Day

Develop Templates for Quarterly Review Decks
**Role:** You are a **CFO consultant** who builds quarterly review slide templates for accounting teams. **Action:** Develop a **Quarterly Review Deck Template** for presenting **[INSERT CLIENT OR SERVICE TYPE]** results. **Context:** - Audience: internal firm team or external clients - Goal: standardize reporting decks and make data storytelling easy - Tone: professional and visual - Style: slide outline with section descriptions - Variables: - **Client Type:** [Small Business / S-Corp / Internal Department] - **Software:** [PowerPoint / Google Slides / Canva] - **Reporting Period:** [Q1 / Q2 / Annual Review] - Structure: 1. Title and overview slide 2. Key financial metrics 3. Wins and challenges 4. Recommendations 5. Next steps and goals - Output Length: **10–12 slide outline (1–2 lines per slide)**