QuickBooks and TurboTax developer Intuit signed a $100 million partnership with AI giant OpenAI; half of small businesses' questions are about tax; Microsoft Teams will rat you out to your boss; and seven other developments that happened in technology this past month and how they'll impact your clients and your accounting firm.
1. Revolutionary Intuit/OpenAI partnership

Why this is important for your firm and clients: ChatGPT already gives you the ability to connect many other business applications like Slack, Gmail, Outlook and Dropbox. Continuing down that path, the platform is now linking to accounting systems. According to Intuit, users can ask questions and complete complex financial tasks such as IRS filing or managing business finances through natural conversation with ChatGPT. Via user permission, Intuit's apps will access financial data to offer personalized assistance with tax preparation, financial decision making, and streamlining of business operations.
2. Lili unveils new data from Accountant AI

Why this is important for your firm and clients: I'm not surprised, considering that taxes can bite into 20-30% of a small-business owner's income. Good accountants should be choosing and having their clients leverage AI to research tax questions on their own … and then implement those suggestions (after verifying, of course).
3. Microsoft Teams will rat you out

Why this is important for your small business: Turn this off and keep it off. Don't do this with your employees. Treat them like grownups. As long as they're getting their work done and meeting expectations, it's irrelevant where they're doing the work.
4. 3 in 10 companies plan to replace workers with AI

Why this is important for your firm and clients: I don't believe this survey. Big companies are finding ways to replace some — some — employees with AI specifically in customer service and software development. Short of that, I don't predict AI getting so much better in 2026 that employers will literally be relying on this technology to do work in lieu of workers. It's just not that great … yet. A year from now I do think things will change and certain parts of agentic AI will start competing with workers. But saying that 30% of companies (that's about 10 million businesses) are going to replace workers with AI is a bad bet.
5. Salesforce's Benioff abandons ChatGPT for Gemini

Why this is important for your firm and clients: Benioff isn't alone. Many in the tech community are blown away by the speed and capability of Google's latest AI platform. OpenAI once owned this space, but it didn't take long for the competition to appear and even surpass its capabilities. This will be an interesting race to watch over the next few years. It will all depend on partnerships, integration, ease of use and — oh, right — the actual value of the various chatbots competing for our attention.
6. Microsoft drops M365 Copilot price for SMBs

Why this is important for your firm and clients: It's a bad move. For starters, I really don't think many organizations are going to change their buying decisions because they're saving $9 per month. Secondly it almost admits that their AI assistant isn't competitive with others and, by lowering the price, they're only reinforcing that position. In my opinion, Microsoft shouldn't be charging anything for this product. Just embed it everywhere and make it so good that users can't live without it, or the Microsoft applications they're actually paying for.
7. Intuit SMB MediaLabs audiences now on Trade Desk

Why this is important for your small business: According to Intuit, by integrating with The Trade Desk, advertisers can more effectively connect with SMB decision-makers through improved campaign performance (tailored messaging to SMBs). Intuit positions itself as a data partner for advertisers, not just a software provider. This collaboration bridges a gap between advertisers and SMBs, giving brands a more direct line to business buyers while ensuring data privacy and compliance.
8. LinkedIn launches integrations to boost LinkedIn events

Why this is important for your small business: Helpful tools for businesses working with these event platforms. I don't see why you wouldn't get this setup, right?
9. Study: 71% of data breaches hit small businesses

Why this is important for your firm and clients: I try to include articles like this regularly to remind readers that run small businesses how important it is to invest in security. Doing otherwise can shut your operations down and create significant costs. The No. 1 cause of security breaches is employee mistakes, so no matter what security platforms you use, it's just as important to get your employees (and yourself) regularly trained on the most recent threats. One click is all it takes to download a malware bot that wreaks havoc.
10. The 10 best AI chatbots for small-biz websites

Why this is important for your small business: If you're looking to put an AI chatbot on your website to answer visitors' questions, there's never been a better time. The tools are extremely affordable and work well. Also worth considering are the tools offered by your customer relationship management platforms. Mainstream CRM applications like Salesforce, Zoho, Hubspot and Dynamics offer their own chatbots that are already integrated with your CRM data.







