Why buying software is the easy part — and what actually makes it stick.
Most accounting firms know they need to modernize. The problem isn’t the technology — it’s the psychology. In this webinar, Jason Blumer of Thriveal and Firm360 Chief Growth Officer, Emily Maxie, break down the three forces keeping firms stuck, why implementations quietly fail, and the exact playbook for getting your team to actually adopt what you buy.
Originally presented live on CPA Academy.
Key Takeaways:
- Why status quo bias, loss aversion, and paradox of choice are the real obstacles to AI adoption
- The 65-75% implementation failure rate — and what separates the firms that succeed
- The three pillars of a successful rollout: implementation runway, the champion, and communication
- How accounting firms are using Firm360 + Claude to query their practice management data in plain English