Tax Revolution 2026

Tax Revolution 2026 is a one-day virtual conference designed to help tax and accounting professionals rethink how their firms operate, grow, price, automate, and serve clients in a rapidly changing profession. With the theme “One Day to Transform Your Practice,” the event brings together industry leaders to explore what the modern tax firm needs to look like now and in the near future. Sessions cover AI-driven workflow, file intelligence, value-based pricing, recurring advisory revenue, sales tax compliance, IRS monitoring, firm growth, and succession planning. Participants will walk away with practical strategies to reduce manual work, improve profitability, strengthen client communication, and build a more efficient, scalable, and future-ready practice. The event is virtual, includes live instructor-led presentations and Q&A, and offers CPE credit opportunities.

Taught by Chris Farrell

The single most expensive bottleneck in a modern tax practice is not the tax software, the staffing model, or the client onboarding flow. It is the documents themselves. Every workflow promise of the last decade has hit the same ceiling: unstructured, inconsistent client documents that the tools firms have invested in cannot read. That ceiling just broke, and it broke in firm owners’ favor. Liscio CEO Chris Farrell walks through what File Intelligence actually is, how it changes day-to-day reality in a tax firm, and most importantly, how it fits the systems firms already have. Liscio is purpose-built to work alongside GruntWorx, Outlook and Gmail, SharePoint, OneDrive, Google Drive, existing practice management systems, and every major tax software platform. No rip-and-replace. Attendees will leave with a concrete picture of what a tax firm looks like when its documents finally...

Taught by Chris Farrell

AI didn’t just make accounting faster. It broke the traditional firm model. Most firms are responding by adding more tools, hiring more staff, or waiting for clarity. But none of those solve the real issue. The problem isn’t tax complexity. It’s workflow. This session connects the future vision of the Firm of 2030 with the reality inside firms today, where document chaos, manual processes, and late-stage errors are quietly draining time, profitability, and team capacity. Attendees will see why fixing workflow is not just an operational improvement. It is the first move in reinventing the firm. By shifting to a model where AI handles execution, humans deliver judgment, and systems create scale, firms can unlock capacity, move into advisory, and build a business that actually works. This session is not about incremental change. It is about recognizing what’s broken and taking the...

Taught by Jody Padar

This session explores how modern tax professionals can confidently transition to value-based pricing and streamline their engagements using Ignition. This session will provide actionable insights into building a future-proof tax practice. Attendees will walk through the shift away from outdated hourly billing to value-based engagements that drive profitability and client satisfaction. You’ll also see how to take advantage of Ignition’s ready-made proposal templates—complete with suggested value pricing—that can be tailored to your tax services. In addition, we’ll showcase powerful Ignition integrations with tools like ProConnect and QuickBooks Online (QBO) that make it easier than ever to automate client onboarding, billing, and payment collection—freeing up time and improving your bottom line. Whether you’re a solo practitioner or running a multi-staff firm, this session is...

Taught by Jeremy Wells

Most firm owners don’t think seriously about buying or selling their practice until they’re already in the process. The reality is, it’s not as simple as it looks and winging it gets expensive. The firms that get it right are the ones that come in prepared, with the right systems already in place. In this session, Will Hamilton, founder of SmartPath and VP at Smartvault, who has advised more than 1,800 firms across the U.S., walks through what successful practice transitions look like today. Drawing from both sides of the table, he’ll break down how firm owners can approach acquisitions or exits with clarity, confidence, and a plan that holds up under real-world conditions.

Taught by Will Hamilton

A lot of tax practitioners are looking at CFO Advisory right now and asking: is this real? Could I actually do this alongside my tax practice? The answer is yes – if you have a path. In this session, Adam Lean of The CFO Project walks through a 12-week roadmap to add CFO Advisory as a recurring revenue stream to your tax practice, week by week, milestone by milestone. You’ll see what the service actually looks like in practice, how the monthly client rhythm works, where your first advisory clients come from (hint: they’re already in your tax book), and how to land and deliver the first engagement without reinventing the wheel every month. Whether you’re exploring advisory for the first time or looking for a more structured way to deliver it alongside tax work, this session will give you a concrete path you can follow today.

Taught by Adam Lean

Sales tax used to be manageable. Then came South Dakota v. Wayfair. In this session, Matt Grattan walks through how the sales tax landscape has changed, where businesses most commonly fall short, and what a modern compliance solution actually looks like in practice. You’ll get a live look at the Zamp platform – including the client management dashboard and what onboarding looks like for both referred and white-label clients – so you can evaluate whether it fits the way your firm works. Whether you’re fielding sales tax questions from clients today or looking to add a structured compliance service to your firm's offering, this session gives you a clear picture of the current landscape and a practical path forward.

Taught by Matt Grattan

Most tax professionals still operate in a reactive model—pulling transcripts only when needed, responding to IRS notices after they arrive, and relying on clients for updates. The issue isn’t a lack of technical knowledge – it’s a lack of real-time visibility into client accounts. This session introduces a proactive case management approach designed to help practitioners stay ahead of IRS activity, reduce surprises, and improve client outcomes. Attendees will see how to use IRS transcripts as an ongoing monitoring tool, identify early indicators of compliance risk, and implement a structured workflow for managing accounts beyond filing. The session also explores how automation and AI can support scalable monitoring, streamline communication, and reduce the manual burden of post-filing compliance – allowing firms to operate more efficiently without expanding into full-time...

Taught by Tom Wangaard

Tax Revolution 2026 is a one-day virtual conference designed to help tax and accounting professionals rethink how their firms operate, grow, price, automate, and serve clients in a rapidly changing profession. With the theme “One Day to Transform Your Practice,” the event brings together industry leaders to explore what the modern tax firm needs to look like now and in the near future. Sessions cover AI-driven workflow, file intelligence, value-based pricing, recurring advisory revenue, sales tax compliance, IRS monitoring, firm growth, and succession planning. Participants will walk away with practical strategies to reduce manual work, improve profitability, strengthen client communication, and build a more efficient, scalable, and future-ready practice. The event is virtual, includes live instructor-led presentations and Q&A, and offers CPE credit opportunities.

Taught by Chris Farrell