Is your firm growing while your systems fall behind? This blog walks you through the top tax tech tools that high-performing firms are using now to streamline operations, plus a Swimlane template to help your team gain alignment, boost adoption, and scale without chaos.

Most firms wait until chaos hits to fix what’s broken, then scramble in Q4 or January to roll out new tools, patch bad workflows, and train an already-exhausted team. It never works. Extension season (April to October) is your window to break that cycle. With lower workloads and higher team capacity, this is when innovative firms debrief, lock in tech, streamline operations, and cut low-value clients so they hit January with momentum, not mayhem.

Do you need to reduce admin work for your employees and streamline your tax preparation process?

Client onboarding is a critical process for accounting firms, but it often presents challenges due to capacity issues, outdated systems,...

Ditch the paperwork, automate your tax planning, and unlock explosive growth for your accounting firm!

The benefits of tax automation software are endless. Learn how to streamline your tax compliance services today.

Learn how to build a Swimlane Diagram, plus, see our Swimlane Diagram example which helps to boost staff productivity and efficiency.

Client onboarding is a critical process for accounting firms, but it often presents challenges due to capacity issues, outdated systems,...

With tax season fresh on our minds – how much time and stress could you have saved this year? Whether you’re managing a high volume of...

Introduction: What is Intuit Tax Software? Intuit specializes in financial software for busy professionals. Their customer-facing...

We compare two of the best bookkeeping software on the market.

Picking the Best Practice Management Tech Many accounting firms today are turning to automation to make accounting easier and more...

Why do you need to automate your accounting onboarding? The benefits of automation in your accounting onboarding are numerous. Discover...

With the 2022 tax season behind us, it’s a good time to look in the mirror and ask yourself: how can I make the next tax season easier?