What does it actually take to convince an industry built on trust and referrals to adopt something new, and why do three founders attacking completely different parts of the accounting workflow keep arriving at the same lessons about how this profession actually buys?
This episode brings together Dan Berenholtz, cofounder and CEO of Stanford Tax, Jordan Vickery, cofounder of Vinyl, and Andrew Rea, cofounder and CEO of Taxwire, for a wide ranging conversation on building software for accountants. Dan started at the IRS before landing at Stanford and eventually Wix, and built Stanford Tax to fix the broken client intake process using prior year data. Jordan and his cofounders ran a marketing agency for accounting tech companies before building Vinyl, an AI meeting assistant purpose trained on accounting terminology and context. Andrew ran finance at a fast growing school lunch company, got frustrated trying to buy sales tax software that actually worked, and built Taxwire as both a tax engine and a managed service.
Together they explore how each of them found product market fit in an industry that moves almost entirely on word of mouth, why throwing AI at a problem without deeply understanding it usually makes the product worse rather than better, and what they would each choose to fix if they could spend the next eighteen months on a single technical problem inside their companies.
Dan explains why Stanford Tax's first product, launched without the personalization layer, sat unused for an entire tax season before the company cracked the formula that got firms handing over their credit cards. Andrew walks through the thirty thousand dollars he personally spent on a bad implementation with an incumbent tax vendor before deciding to build the alternative himself. Tune in for a conversation about what it really takes to earn trust in one of the most conservative buying communities in software.
Information
- Show
- Published1 August 2026 at 13:00 UTC
- Length39 min
- RatingClean
