Recover 10+ Billable Hours a Week Before Tax Season 2026 — with AI Built for Tax Firms
See how tax firms are automating client requests, document collection, and scheduling—without adding headcount.
Most Tax Firms lose 10+ hours a week to admin chaos
Chasing client emails and
missing uploads
Data entry and document prep bottlenecks
Repetitive onboarding and scheduling tasks
Late-season stress
and overtime
Tax professionals tell us the same story every year — too much admin, too little time. That’s where AI is quietly changing the game.
The 2026 AI Tax Prep Kit Shows You How to Automate Smarter, Not Harder
5 AI automations saving firms 10+ hours weekly
Real examples from firms your size
Workflow checklist to spot your time drains
Free bonus: AI Readiness Audit link
testimonials
What Our Clients Say
James Curtis, Business Owner
Xact AI helped us reclaim 50+ hours a month and shift focus to strategy.
Caitlyn Brown, CPA
We didn’t realize how much manual work was costing us—until the ROI calculator showed it.
Real Results from Small Tax Firms
4-person firm, Philadelphia: automated 8879 reminders & doc requests
12 hrs/week saved, $2,000/mo more billable time
Solo CPA, Austin: AI email triage + scheduling
8 hrs/week recovered before March
6-person firm, Denver: engagement letter + onboarding automation
3 days faster client intake
Note: Results based on internal implementations; outcomes vary by firm.
Don’t Wait Until January — The Firms Automating Now Are Already Ahead.
Tax Season 2026 preparation starts now. If your workflows aren’t automated by December, you’re competing with less time and higher costs.
Not Sure Where to Start?
Find Out How AI-Ready Your Firm Is
Take our AI Readiness Checklist — a short self-assessment built for tax professionals. In less than 2 minutes, you’ll get your AI readiness score, discover which workflows to automate first, and see how much time your firm could save each week.
Quick self-assessment
Personalized report of your firm’s readiness score
Discover which processes to automate first
