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Should You Switch in October? Why Now Might Be the Best Time for Tax Pros

Still using tax tools that “mostly work”? You might be holding your firm back without realizing it.

In this episode of Deduct This with Carrie and Lexi, tax professional and educator Kat Khalandach shares how small, strategic changes can lead to massive wins in efficiency and confidence at work.

Kat opens up about:

  • Overcoming the fear of switching systems that already work
  • Finding smarter tools that reduce manual work and save time
  • Why October is the perfect month to prepare for next season
  • Her favorite ProConnect features that simplify workflow and boost productivity
  • The mindset shift that helps pros work smarter, not harder

Ready to build a firm with smarter systems, stronger efficiency, and better client outcomes? Explore Intuit Professional Tax Software:https://accountants.intuit.com/tax-software/

Connect with the hosts:

Carrie Hammond:linkedin.com/in/cahammond

Lexi Bonicard:linkedin.com/in/lexibonicard

Follow Kat Khalandach:
LinkedIn:linkedin.com/in/kateryna--khalandach-cpa
YouTube:youtube.com/@notsoboringcpa

#TaxPro #CPAWorkflow #ProConnectTax #TaxTechnology #SmartSwitching #IntuitTax #DeductThisPodcast #TaxFirmEfficiency #TaxSoftwareTips #CloudAccounting #CPAInnovation #TaxWorkflowTools

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11 episodes