Rapid artificial intelligence (AI) integration into the accounting sector prompts excitement and concern. While AI offers significant efficiency gains, it also raises questions about job security for accounting professionals. According to Karbon’s 2025 State of AI in Accounting Report, 20% of professionals in operations, technology, and administration roles express concern about AI’s impact on their future positions.
To understand what this means for the future of the profession, the pace of automation in tax and accounting, and how specialists can remain indispensable, we spoke with Ms. Disha Patel, Senior Tax Manager at Rogg & Kejriwal LLP, a well-established tax and accounting firm based in New York. With over eight years of experience in corporate, individual, and trust taxation, she leads a team of professionals, conducts internal training, and specialises in integrating digital tools, such as UltraTax, CCH ProSystem, and Lacerte, into traditional accounting workflows.
Disha, artificial intelligence is playing a growing role in finance. Which AI-driven tools do you consider most effective in tax and accounting today?
AI is being used in data analysis, error detection, tax forecasting, and scenario modelling. It speeds up decision-making and improves precision. In my work, I view AI as a tool that enhances expertise rather than replacing it. While many processes now run autonomously, final evaluations still require professional judgment, especially when dealing with non-standard cases.
You work with professional systems, UltraTax, CCH ProSystem, and Lacerte. How has the move to electronic filing platforms changed how you manage tax reporting and client interaction?
These platforms streamline the filing process, improve data accuracy, and help meet deadlines efficiently. Automation in these systems reduces manual effort in repetitive tasks, allowing more time for tailored client consultation. Clients also receive faster turnaround and real-time updates, which creates a more transparent experience on their side.
Under your leadership, the Rogg & Kejriwal LLP team has successfully optimized tax calculation and reporting workflows. Which tools have played a central role in that transformation?
We’ve implemented software tools at each process stage — from data collection to final review. Solutions like Lacerte and CCH support better resource allocation and reduce pressure during peak filing seasons. This setup also helps track team performance and maintain consistency across projects with different levels of complexity.
You keep up with new technologies by regularly attending professional CPA seminars. What trends related to automation and AI are being discussed in the professional community?
Topics include AI-assisted quality control, automated audit tools, tax analytics, and machine learning in compliance systems. These technologies are gaining traction among firms seeking to improve accuracy and responsiveness. The focus has shifted toward hybrid workflows, where software handles processing while professionals focus on outcomes and risk.
By combining the traditional accounting approach with digital technologies, you demonstrate a model of a flexible transition to automation. How does this impact the level of client service?
Technology improves processing speed and scalability. At the same time, consistent accounting logic brings clarity and accountability. This dual approach allows us to produce timely results while ensuring every detail meets compliance standards. Clients benefit from both fast service and reliable documentation.
Many professionals fear that AI may eventually replace accountants. Based on your experience with technology, how do you respond to these concerns?
Automation changes the nature of the role. Once done manually, tasks are now handled by systems, shifting focus toward review, analysis, and advisory work. Rather than replacing professionals, AI has pushed the industry to reevaluate how knowledge and decision-making are applied. Professionals who understand these systems gain more control, not less.
In the face of rapid automation, how can young professionals remain competitive and avoid being replaced by algorithms?
Professionals entering the field benefit from developing analytical thinking and gaining fluency with digital platforms. Applying accounting knowledge within a tech-driven environment creates long-term stability and career growth. Those who engage with compliance and innovation early on will be well-positioned for leadership roles in the future.
