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Sep 25, 2026 34 min

Choosing the right platform in the current climate

from Accountants Daily Podcast Network Hosted by Momentum Media

In this special episode of Accountants Daily Insider, produced in partnership with SavvyWise, we reflect on the current landscape for AI for tax research, the current state of affairs for practitioners on the ground, and how firms can make educated decisions about which tech platforms to onboard. Host Jerome Doraisamy welcomes back SavvyWise chief executive Drew Pflaum, CPA to discuss his headline takeaways from The Tax Institute's recently-hosted Tax Summit and how accountants are thinking about their tech usage moving forward, how we've reached the point where accountants need to figure out which tech is most fit for purpose, the latest developments in AI for tax research, the great work being done by providers across the board, the questions that firms and practitioners should ask in order to make educated decisions about AI platforms for tax research, The Tax Practitioner's Library, SavvyWise's latest and upcoming offerings, and whether the provider has further crowdfunding plans. To learn more about SavvyWise, click here.

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Choosing the right platform in the current climate

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