The only tax automation checklist built for firm leaders — not software users.

If you’re planning Tax Season 2026 and evaluating automation tools, this guide gives you the exact criteria top CPA firms use before making a buying decision.

Inside, you’ll uncover:

• The 12 must-have capabilities of a modern tax automation tool
• Red flags most firms notice too late
• Integrations that actually matter • How leading firms cut turnaround time by 30–40%
• A decision matrix your team can use immediately

If automation is part of your 2026 strategy, this checklist is the shortcut.

Complete the form to download this essential checklist right now!