SPECIAL REPORT
2026 State of Tax Professionals Report: The state of AI in tax firms
See how tax professionals are using AI in 2026 through Thomson Reuters Institute research on adoption trends, accuracy assessment, and business results
AI adoption in tax firms just hit a tipping point. Over half (57%) of tax professionals now call AI their top technology investment for 2026, up from just 35% two years ago. The firms moving fastest are already pulling ahead.
This consolidated guide breaks down where firms are investing, what's driving results, and why the gap between leaders and everyone else keeps widening.
What you'll learn in the full report:
- Why large firms are outpacing small firms in AI adoption
- What professionals demand before they trust AI with client work
- How top firms turn automation into higher-margin advisory work
- Why generic AI tools fall short for tax and accounting
Nearly a third of clients say they've already reconsidered, or plan to reconsider, a firm relationship over this exact gap. Download the report to see where you stand before your clients decide for you.
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