What Tax Pros Should Stop Doing Manually in 2026 and Beyond

4 days ago
2 min read

By Dr. Gwennetta Wright, Tax Coach

Tax preparation workspace with a laptop displaying tax forms, calculator, paperwork, and a cup of coffee on a desk

AI and automation are not the future—they are the now. And in 2026, the tax pros who are still doing everything by hand are not just falling behind, they are burning out.

If you want to protect your time, serve more clients, and grow without stress, there are certain tasks you need to stop doing manually. Let technology handle what can be automated—so you can focus on what really matters.

Stop Manually Booking Appointments

Close-up of hands holding eyeglasses beside a laptop, suggesting focused work or review in an office setting

Use scheduling tools like Calendly or Acuity. Let clients pick a time, get reminders, and reschedule on their own without going back and forth through emails or texts.

Stop Manually Sending Invoices and Payment Reminders

Paid invoice stamped “Paid” next to a calculator, coins, eyeglasses, and a piggy bank representing finances and payments

Automate your invoicing through your CRM or payment platform. Let the system send out invoices, reminders, and receipts so you can focus on completing returns—not chasing payments.

Stop Manually Collecting Client Documents

Person reviewing digital documents with checkboxes on a tablet at a desk

Use secure client portals with automated upload links and status updates. Your clients get a clean experience, and you avoid messy email threads and missed attachments.

Stop Writing the Same Emails Over and Over

Open laptop showing an email inbox with an alert icon indicating a new or unread message

Use templates for onboarding, reminders, document requests, and follow-ups. You can personalize them, but you should not be rewriting them from scratch every time.

Stop Manually Tracking Due Diligence Files

Use task management tools or workflows inside your CRM to make sure every file is reviewed, notes are logged, and documentation is complete before filing.

The more you automate, the more professional and efficient your business becomes. This is how you scale, reduce errors, and create a better client experience.

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