Tax planning

Report Progress under pressure: The 2026 post-tax season report

Partner Insights from

The firms that thrived during this tax season discovered they don’t have to choose between productivity and sanity. Through in-depth survey research, this report reveals how forward-thinking practices dismantled the “survive at all costs” mentality with strategic systems that actually work.

Download this exclusive report to discover the strategies reshaping the profession and position your firm for a better tax season ahead.

What’s Inside:

  • Strategic approaches firms used to revolutionize their processes, embrace automation, and reimagine their staffing strategies.
  • Streamlined workflows and new technologies that were put to the test this tax season—and which ones delivered real results.
  • Digital solutions that created the most impact and why firms are committed to maintaining these changes long-term.
  • Innovative workforce management approaches, from flexible work arrangements to strategic outsourcing.
  • Concrete recommendations for immediate actions, short-term priorities, and long-term strategies to position your firm for success.

Tax planning

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