WEBINAR

The Review Trap: The Tax Season Slowdown Firms Can’t Ignore

Most firms think they have a staffing shortage, but what they truly have is a review operating model problem. This session breaks down why review has become the bottleneck that no one can outrun and how a modern operating model can help.

What You’ll Learn

✔ Why review is slowing down firms more than preparation

✔ How the 2025 workload shift increased review pressure

✔ Modern 4-eyed review framework used by high-performing firms

✔ How automation cuts review time by 40–50%

✔ Real examples of firms that redesigned their operating model

This webinar is designed for firms seeking to alleviate busy season chaos. Learn practical ways to streamline workflows, improve review quality, and build capacity without stretching your teams.
Watch the entire session to learn how to create a clear plan for running a smoother, more sustainable firm throughout the year.

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