The Firm Administrator's Playbook for a Frictionless Tax Season

This session is designed for firm administrators, COOs, practice managers, and partners who own tax season operations but may not touch tax software directly. Every tax season, the same bottlenecks resurface: staff chasing clients for missing documents, status buried across email and spreadsheets, and delivery steps that eat hours per return. We'll walk through what an end-to-end tax workflow actually looks like — from client intake through final delivery — and where most firms are quietly losing time and staff capacity along the way. Attendees will leave with a practical framework for auditing their own firm's workflow gaps and a set of concrete, low-lift changes they can plan for before next tax season, without needing to rip out their existing tax software.

Learning Objectives:

1. Identify the operational bottlenecks that most commonly slow down tax season workflow, including client intake delays, document disorganization, and status visibility gaps.
2. Describe the core stages of an end-to-end tax workflow — intake, workpaper preparation, production, and delivery — and how each stage affects staff capacity and client experience.
3. Evaluate whether a firm's current process and technology stack is creating unnecessary manual work for tax staff.

Catch it On-Demand

Registered for the series but have a scheduling conflict? All registrants will receive links to view the webinars on-demand, so you'll have access to all content even if you miss a live broadcast. Replays are also available for every session if you purchase the series after a live broadcast date.

Presenter and Moderator Bios

Presenter: Mark Pickett and Steven Lyon, Truss

Mark Pickett is an Account Executive and Director of Alliances at Truss, specializing in tax and accounting technology. With nearly 30 years in the industry – including over a decade as Regional Solution Consultant at Wolters Kluwer – Mark brings deep, hands-on expertise in tax and accounting workflows and a practitioner’s view of how firms modernize their technology. He’s a recognized thought leader in the space, regularly hosting CPE-accredited sessions and moderating speaker panels at national tradeshows, and has built lasting alliance partnerships with accounting associations across the country.

Steven Lyon is a Solutions Consultant at Truss with more than 13 years of experience helping businesses solve technology and workflow challenges. He began his career at SafeSend, where he built and led support operations before moving into Sales Engineering, Learning & Development, Product Marketing, and Sales. His experience working across these areas has given him a unique perspective on technology, customer experience, and the challenges businesses face every day.

Known for his practical, client-focused approach, Steven enjoys working directly with customers to understand their needs, solve complex problems, and turn technology into solutions that deliver real results.