WEBINAR

Behind the Curtain: How High-Performing Firms Prepare for Tax Season

Firms that thrive during tax season don’t wait for deadlines; they plan for them. This on-demand webinar takes you behind the curtain with QX Accounting Services’ CEO Sagar Ahuja and SVP of Strategic Growth Mike Walton, as they unpack how top CPA firms are engineering smarter, faster, and more resilient tax operations.

You’ll see what separates leading firms from the rest. From how they automate repetitive prep tasks to how they structure review workflows for throughput and accuracy. The session also walks through how ROBO1040 helps teams process thousands of returns faster and how CITTOaaS (Chief Information, Talent & Tech Office as a Service) gives firms on-demand access to talent and technology without the overhead of internal buildouts.

Who Should Watch:

• Managing Partners & Firm Leaders: Looking to plan capacity strategically ahead of deadlines.
• Tax Managers & Reviewers: Seeking ways to speed up reviews while maintaining accuracy.
• Operations & HR Leaders: Evaluating hybrid and offshore delivery models for scale.
• Technology Decision-Makers: Exploring automation and AI to reduce cycle time.

You’ll Learn:

• The steps top firms take now to prevent staffing and workflow chaos later.
• How to integrate automation to cut prep time and eliminate repetitive tasks.
• Proven strategies to forecast volumes and align delivery with demand.
• How global capacity models and managed services keep operations consistent year-round.

Watch this session to understand how high-performing firms are engineering predictability, not panic, into their next tax season.