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On today’s episode of CAS Minute, we wrap up our four-part series on CAS technology with a forward-looking discussion on what’s next for CAS practices in 2025. We focus on three key areas to watch: the rise of AI agents for automating repetitive tasks, the importance of building a robust data infrastructure to enable actionable insights and AI integration, and the shift toward a continuous close process to deliver timely financials. These transformative concepts are reshaping how CAS firms operate, making it easier to scale, improve client outcomes, and differentiate from productized solutions. Join us as we explore small but impactful steps you can take in these areas to future-proof your firm and set yourself apart in the evolving CAS landscape.

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On today’s episode of CAS Minute, we dive into the ripple effects of your CAS tech stack decisions and explore three compelling reasons to lean in: efficiency, future-proofing, and talent retention. Technology isn’t just about improving workflows—it shapes how your team operates, how your firm competes, and how you attract and retain top talent. From incentivizing efficiency gains to building a data infrastructure that enables AI, we’ll discuss how smart tech decisions today set the stage for long-term success. Plus, we explore why Gen Z’s tech expectations are reshaping recruitment and retention strategies. Tune in to rethink how your tech stack impacts every corner of your practice.

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On today’s episode of CAS Minute, we continue our series on building an optimal tech stack by diving into the concept of condensing your tech stack. Inspired by insights shared at Digital CPA, I reflect on the balance between exploring new technology and simplifying your systems to scale effectively. We’ll discuss how a streamlined tech stack, like the one used by Dean Dorton, enables operational efficiency, improves team scalability, and supports processes like the continuous close. I’ll also share how Full Send has found value in condensing tools while leveraging features in existing platforms.

If you’re ready to strike the right balance between innovation and simplicity in your tech stack, this episode is for you.