Seasons like this one don’t just test firms—they change them. The pressure is mounting, and so is the response. This report tracks where the profession is finally making moves that matter, and what’s separating the firms building momentum from the ones still bracing for impact.
What’s inside:
- Why nearly half of firms reported a better year—and what they changed to get there.
- The tools and workflows that are reclaiming hours lost to repetitive work.
- Why 41% of firms still say tax season feels overwhelming, and how to get out of that group.
- What the most productive firms did differently with process, technology, and staffing.
Tax season 2026 is behind you. But the firms already pulling ahead aren’t waiting until next year to figure out what went wrong. Download the report to see how you can set yourself up for success during the 2027 busy season.