Pre-Mortem for Busy Season: Plan Your Tax Firm’s Win
 Published on: 22/09/2025
Run a 60-minute pre-mortem to de-risk busy season. Get a 10-step checklist, common failure modes, and simple “always-on” checks for small tax firms.
Practice Management
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Run a 60-minute pre-mortem to de-risk busy season. Get a 10-step checklist, common failure modes, and simple “always-on” checks for small tax firms.

For 2–15-person tax firms: connect QuickBooks or Xero to an AI-assisted hub. Map GL to tax forms and end duplicate typing with zero re-entry and push/pull sync
Join firms saving hundreds of hours with AI-driven document handling, reconciliations, and review-ready outputs—so you can focus on advisory.
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