As AI adoption hits a fever pitch, professional service organizations are at a crossroads. Are you using AI to merely “suggest” work, or are you building an Agentic Enterprise that executes it?
In this episode of TechKNOWlogy, we sit down with the leadership team from Filed to deconstruct how tax firms are moving beyond “efficiency” to achieve true competitive sovereignty.
The Intelligence Brief: Why This Matters
The traditional accounting model (Revenue = Headcount × Hours) is being replaced by Inference Economics. We explore how firms are leveraging “Agentic” workflows to scale capacity by 50% without increasing payroll.
Key Discussion Pillars:
Beyond the Chatbot: Why “Generative AI” was just the beginning, and why “Agentic AI” (AI that executes tasks) is the 2026 standard for tax engineering.
The Big Four Defection: Ralph Carnicer, CPA, discusses why top-tier talent is leaving legacy firms for AI-native environments.
The ROI Ledger: Hard metrics on processing 10,000+ documents with 99% accuracy and the resulting impact on revenue-per-employee ratios.
De-Risking the Jump: Practical steps for firms to transition from manual workflows to autonomous systems without compromising compliance or security.
About the Guest
Leroy Kerry, CEO & Co-Founder, Filed
A fintech unicorn veteran who builds the “back-office” engines that power billion-dollar enterprises. Leroy brings a scaling-first mindset to the underserved U.S. tax market.
Ralph Carnicer, CPA, Head of Tax Engineering, Filed
With a pedigree spanning Deloitte, BDO, PwC, and KPMG, Ralph acts as the bridge between complex tax code and high-velocity automation.
The Performix Edge: Our Take
At Performix Business, we believe the greatest risk in 2026 isn’t the technology—it’s the implementation gap. Firms that fail to integrate AI into their core DNA will face “Inference Debt” that no amount of hiring can solve.
“In 2026, the firm’s value isn’t in the data entry; it’s in the human oversight of the agentic process.” — Performix Strategy Team
