<p>n this episode of <em>Pulse of the Practice</em>, 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.</p><p>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.</p><p>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.</p>

Pulse of the Practice

Thomson Reuters

Time, Tech, and Tax Season: Why the Future of Prep Is Changing Fast

MAR 26, 202627 MIN
Pulse of the Practice

Time, Tech, and Tax Season: Why the Future of Prep Is Changing Fast

MAR 26, 202627 MIN

Description

<p>n this episode of <em>Pulse of the Practice</em>, 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.</p><p>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.</p><p>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.</p>