17d (edited) • Resources & Templates
🛠️ My exact tech stack running IAM Accounting in 2026
Some of you have asked what I actually run my firm on.
So here is my full stack:
🧾 Tax Prep
- Drake Tax — Tax Prep
- Intuit TaxAdvisor— Tax Planning
📊 Bookkeeping
- QuickBooks Online — client books
🗂️ CRM / Workflow
- Tax Dome — client portal, e-sign, document requests, automation
📣 Marketing & Sales
- Go High Level (GHL) — funnels, SMS, email, pipeline
- Stripe — billing + subscriptions
🎥 Content & AI
- Perplexity Comet — research, drafting, automation
- Notion — SOPs and team docs
- Claude & ChatGPT - Miscellaneous tasks and research
That's it.
👉 Your turn — drop your stack in the comments.What's the ONE tool you couldn't run your firm without? And what's the one you're about to fire? 👇
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🛠️ My exact tech stack running IAM Accounting in 2026
skool.com/iam-ta-university-plus-2593
Tax pros, bookkeepers & accountants:
- Build a 6-figure virtual firm with weekly coaching
- Proven templates
- Systems to land premium clients
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