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Pulse of the PracticeAuthor: Thomson Reuters
We all love free But tax and accounting firms love it so much that they give their brain away for free! Everything is changing in our profession but the future is bright. Tune in to turn pain points into opportunities. Join Paul Miller and Thomson Reuters Advisory Consultants as they have real and relevant conversations to provide you with inspirational and actionable ideas to move your firm forward. Expect to hear from your peers as well as they share their experiences and discuss relevant topics you're all familiar with; leadership, client relationships, firm culture, staffing, technology, and much more! Learn more about Practice Forward at http://tax.tr.com/practice-forward Language: en-us Genres: Business, Entrepreneurship Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Time, Tech, and Tax Season: Why the Future of Prep Is Changing Fast
Episode 4
Thursday, 26 March, 2026
n this episode of Pulse of the Practice, Mo Arbas and Paul Miller dig into the real-world pressures of tax season — from the grind of long days and missed spring weather to the growing chaos of client document habits. They explore why multitasking is a myth, how time seems to “collapse” in modern firms, and why protecting your schedule has become essential.But the conversation quickly expands to the bigger shift happening in the profession. Mo and Paul break down how technology, automation, and emerging AI-driven agents are rapidly reshaping tax prep, document handling, staffing needs, and client expectations. They discuss why traditional tax preparation is no longer the “bread and butter,” what firms must standardize to scale, and how the role of the accountant is evolving toward advisory and year‑round financial insight.It’s an honest, forward‑looking conversation about the pressures firms face today — and the opportunities that lie ahead for those willing to rethink their workflows, client relationships, and service models.
