The Psychology of a Modern Tax Workflow: Reducing Anxiety, Decision Fatigue & Compliance Risk
Disconnected systems don’t just slow the process down. They unintentionally create client uncertainty, increase decision fatigue for staff, and introduce compliance worries that compound throughout the season. In this session, we’ll break down where friction naturally appears in the tax prep workflow. You’ll learn practical, firm-tested principles to reduce confusion, improve predictability, and strengthen both...

