The Subscription Revolution: How Recurring Revenue and AI Are Shaping the Future of Tax Practices

Deduct This With Carrie and Lexi

Discover why subscription-based pricing and AI aren’t just buzzwords; they’re the keys to building a resilient, growth-oriented tax practice. In this in-depth interview, tax strategist Chris Picciurro walks you through:

• His pivot from hourly billing to a subscription model inspired by client feedback
• How predictable monthly revenue powers better cash flow, deeper client relationships, and a talent-friendly workplace
• Real-world pricing hacks: setup fees, tiered services, and boundary-driven availability that clients love
• Practical AI uses: drafting client emails, transcribing calls, and building a custom ChatGPT channel for on-demand tax research
• Step-by-step advice for starting small, involving your best clients first, and iterating toward full membership

Whether you’re a solo CPA or leading a firm ready to scale, this episode arms you with actionable strategies to transition smoothly, boost profitability, and future-proof your services.

Ready to embrace tomorrow’s tax firm model? Explore Intuit Professional Tax Software, your partner for subscription management, AI-powered workflows, and cloud-based compliance:
https://accountants.intuit.com/tax-software/

Connect with the hosts:

• Carrie Hammond – linkedin.com/in/cahammond
• Lexi Bonicard – linkedin.com/in/lexibonicard

For more insights from Chris, follow him at:

• MRR Institute: https://modernfirm.tax/
• Teaching Tax Flow: https://podcasts.apple.com/us/podcast/teaching-tax-flow-the-podcast/id1441178663
• Monthly Recurring Revenue Institute: https://www.youtube.com/@MRRInstitute

Disclaimer: The opinions expressed in this episode are those of the individuals and may not reflect the views of Intuit or any other organizations they’re connected to.