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Uncover the Real Reasons Your Tax Prep Workflow Breaks

Uncover the Real Reasons Your Tax Prep Workflow Breaks

Stop accepting “That’s just how tax season is.” Use these 10 bold questions to find (and fix) the bottlenecks that keep slowing your team down.
Published: December 5, 2025

The problems you face every year aren’t random — they’re patterns. In our quick one-page guide, we share 10 questions that’ll help you identify exactly where your workflow breaks, so you can fix them now.

What You’ll Get:

  • 10 “Instead of this → Ask this instead” questions to uncover real workflow gaps
  • A fast, practical tool you can review with your team in under 10 minutes
  • Insights from real firms who simplified their process with SmartVault
  • A bonus mindset shift from Nick Boscia, CPA, EA on identifying (and offboarding) your “bad apple” clients

Uncover what’s actually slowing you down and build a calmer tax season.
Download the Infographic PDF Now