Jason M. Blumer, CPA

What if your tax workflow ran itself? tax.thomsonreuters.com/en/accounting-… Thomson Reuters Tax Automation Suite makes that a reality — combining @SafeSend, SurePrep, and UltraTax into one powerful platform.

Firms prepare for the 2026 filing season, engagement letters shouldn’t be a bottleneck. youtube.com/watch?v=1kzxJc… Also, a reminder that there is an update to Letter Builder coming soon that will add even more capabilities!

Still buried in busy work? It doesn’t have to be this way. 📅 Join Jason M. Blumer, CPA, on Tuesday, January 20th at 2pm ET for a live webinar Built for small business owners who want to scale with clarity—not chaos. 👉 Save your seat: getsignwell.com/stop-drowning-…

Stop adding software to your firm. New tools don’t fix scaling—partners do. Great tech without real accounting insight is just another login. @Melio stood out because their Partner Program gives you a seat at the table, real discounts, free CPE, and billing control.

Clients want more. Teams are maxed out. Talent is scarce. On Jan 14 at 4pm ET, I’m joining @FathomHQ to talk about scaling firms without burning out your people. 👉 fathomhq.wistia.com/live/events/6y… #AccountingLeadership #FirmGrowth

@SafeSend One simplifies gathering without compromising accuracy or security. 📝 Digital Tax Organizers 🤖 Next Gen Gather AI ✍️ eSignatures 📂 Secure File Transfer 🔗safesend.com

Stop letting compliance eat your margins. Automate W-9s & 1099s with @Melio + Tax1099: request & store W-9s in the payment flow, sync data automatically, catch errors early, and cut January chaos. Less grunt work. More advisory.

This feels so surreal. My book with with Ian Vacin is officially out in the world. Grab your copy on Amazon, and: 📸 post a book pic + tag us ⭐ leave a quick review 📩 join the launch list for bonus resources + webinar: scalewithpurpose.info/join-our-book-… #ScaleWithPurpose

I can't wait to do this webinar with SignWell. Balancing the digital efficiency vs. the true manual care we provide people is hard for all business owners. In the webinar, I'm going to present a Digital Efficiency Matrix to bring clarity to this important issue. Register below for our webinar next week! 👇🏽

🚨 TAX PROS: Busy Season is Almost Here — Are You Ready? 🚨 Let's be real... January is right around the corner. The chaos. The late nights. The endless client follow-ups about missing documents. But what if this year could be different? @SafeSend_One automates the ENTIRE tax process from start to finish — and it's exactly what you need before busy season hits. Why tax pros love it: ✨ AI-Powered Document Gathering — Stop chasing clients. Gather AI automatically requests, identifies, and tracks documents in real time. ✨ Seamless eSignatures — Clients sign from any device, anytime. No more printing and scanning. ✨ One Platform — Engagement letters, organizers, file transfers, eSignatures, assembly and delivery, and more. All in one place. ✨ Full Integration — Works with Thomson Reuters, Wolters Kluwer, and Intuit. The bottom line? 70% of the top 100 U.S. accounting firms use SafeSend. Don't let another tax season break you. 👉 Learn more: safesend.com/solutions/safe… #TaxSeason #AccountingTech #CPALife #BusySeason #SafeSendOne #TaxPros

🛑 Stop spending all that time on intake. Start scaling your firm instead. @SafeSend_One’s Next Gen Gather AI just changed the game: safesend.com/solutions/next… ✅ AI recognizes dozens of form types automatically ✅ Generates document request lists in seconds ✅ Eliminates endless client follow-ups ✅ SafeSend One saves $12k per 1k returns The math is simple: 15 minutes saved per return = capacity for high-value advisory work. Stop being a document chaser. Start being a strategic advisor. #CPAFirm #TaxTech #FirmTransformation #Sponsored

Check them out at go.melio.com/accounting_fir…

Juggling client types and needs is not getting easier—especially when it comes to AP. Different volumes, vendors, cash flow requirements... and a different tool for every client? That’s a hard no. You need fewer tools, not more. You need efficiency that scales. You need something built to flex, without the bloat. That’s where @MelioPayments fits in for us at our firm: 📷 Advanced enough for complex needs 📷 Intuitive enough for lean teams to ramp up quickly 📷 Flexible enough for every client’s workflow, and budget 📷 One platform for all payments—even international 📷 Built for your team, not a 50-person finance department Is your AP process helping your firm grow or just helping you get by? #MelioForFirms #RightSized #AccountingTools #APEfficiency #ClientWorkflows #Sponsored

Check them out at go.melio.com/accounting_fir…

No more multiple logins for international payments - choose platforms that offer all-in-one solutions. 🌐 Smart firms are thinking differently about growth infrastructure. Instead of juggling separate systems for domestic vs. international payments, they're consolidating into platforms that handle everything. The efficiency gain is massive as I see it: ✅ One login for domestic and international payments ✅ Unified reporting for all international transactions 📊 ✅ Streamlined workflows for all payment types 🚀 ✅ More time for client relationships 🤝 Your growth isn't limited by how many bills you process. It's limited by the strategic value you deliver. For our firm, @MelioPayments is one tech player exemplifying this thinking - built around how modern firms actually work to deliver more value to clients 💡 What infrastructure changes are you making for growth? 🤔 #AccountingFirms #FirmGrowth #InternationalPayments #Sponsored

Can't wait for the best Conference for accounting firm owners ever! We're about to run out of seats - hope you can join us.

🚀 Ready to go beyond basic AI? Join our FREE webinar “Beyond the Easy Button: Custom GPTs, Real-World Adoption, and Using AI to Become More Human” on August 27th at 4pm! This is open to members AND non-members! us02web.zoom.us/webinar/regist…

🛑 Stop chasing clients for missing tax documents. Start scaling your firm instead. SafeSend One’s Next Gen Gather AI just changed the game: safesend.com/solutions/next… ✅ AI recognizes documents automatically (even when mislabeled) ✅ Generates request lists in seconds ✅ Eliminates endless client follow-ups ✅ SafeSend One saves $12k per 1k returns The math is simple: 15 minutes saved per return = capacity for high-value advisory work. Stop being a document chaser. Start being a strategic advisor. Big updates coming soon, stay tuned! #CPAFirm #TaxTech #FirmTransformation

@BillKinneyCPA @taxretreat @THRIVEalCPAs is more for firm scaling and partner firms with team headed towards $1 M in revenue. Lots of entrepreneurial education.

I missed the @taxretreat panel on communities because I misread the agenda. I'm in Automation Town since inception, haven't really used it as much as I should. If I were to join one tax/accounting community, what would you recommend? I can probably only afford one right now. Background for those that don't know me: I'm the owner of a 3 CPA, 3 full time staff (6 total) doing about 1500 returns a year. We're slowly coming out of the dark ages in tech from previous ownership. (I'm pushing it more than others in my workflow) Some resistance (including from me) to the "new and shiny" or anything that doesn't conform to our existing practices. #TaxTwitter