The long nights and last-minute fire drills are behind you. Now it’s time to capture what broke — and fix it while it’s still fresh.
We teamed up with Blake Oliver, host of The Accounting Podcast and Relay’s Accounting Community Advocate, to bring you 5 powerful strategies to help your firm debrief, streamline, and future-proof after tax season. And we’ve turned them into a simple, actionable checklist you can implement today.
Grab the checklist and make this year’s challenges next year’s strengths.
What You’ll Get in This Free Download:
Download to get your checklist that walks you through:
🧠 A Guided Debrief Framework Know what to ask, record, and document in your post-tax season team review — and how to turn it into an actionable plan using AI.
📄 Better Client Documentation Practices Templates and process tweaks to make document collection smoother and less frustrating — for you and your clients.
🔍 A Client Evaluation Lens Identify which clients add stress and which fuel growth. Learn how to clean your roster without guilt.
⚙️ Quick Automation Wins Start small and save big with automations for everyday tasks that drain time and energy.
📊 Smarter Write-Ups with Relay Avoid March mayhem. Discover how Relay can simplify your month-end process.
Relay is a financial technology company and is not a bank. Banking services provided by Thread Bank, Member FDIC.
