In this episode, Yuri reflects on the 2026 tax season, sharing the highs, lows, and lessons learned along the way. Whether you're a solo CPA or managing a growing firm, this episode offers practical insights into tools, workflows, and mindset shifts to navigate busy periods more effectively.

• Breakdown of the 2026 tax season experience and key challenges faced
• Document collection pitfalls and exploring new tech solutions
• Software considerations: Drake, ProConnect, Stanford Tax, Soroban, Truss
• Strategies for managing workload, burnout, and client communication

00:00 - Introduction and episode overview
01:10 - Reflecting on the confidence at the start of the season
04:00 - Highlights: $140K revenue and billing methods
05:22 - Business entity handling: 60 S-corps, 93 1040s, and 60 1065s
07:47 - Podcasting and balancing workload
08:48 - The main issue: Document collection breakdown
09:42 - Challenges with Tax Dome and new features
11:23 - The importance of team access and oversight
12:47 - Workflow issues: Tracking submission and missing documents
13:42 - Burnout from managing incomplete document submissions
15:18 - Exploring alternative software solutions
16:55 - Comparing Drake, ProConnect, Stanford Tax, Soroban, and Truss
21:21 - Features of Soroban and AI document integration
22:23 - Truss: All-in-one platform with robust features
25:09 - Stanford Tax’s efficient work paper generation
27:02 - The power of automation and AI in modern tax prep
28:28 - Concerns with multiple platforms and risk diversification
29:23 - The importance of starting lean and growing with tools
30:52 - The value of tackling challenges step-by-step
33:01 - Considering ProConnect and its features
34:23 - Potential benefits of ProConnect’s auto-import
35:40 - Personal insights on transitioning software and managing risk
37:57 - Evolution of the firm: From Google Drive to advanced PM tools
40:04 - Final thoughts: Keep it simple, start small, grow smart
42:13 - Upcoming projects and personal life updates
43:11 - Closing remarks and thank you to listeners