Thank you for downloading the “2026 State of Tax Professionals Report.” We understand the competitive pressures tax firms face today — from rising client expectations to the challenge of balancing growth with profitability. We’re confident this report will help you understand where your firm stands and identify the AI and automation strategies that deliver measurable results.
The data shows that AI adoption is accelerating rapidly, but success depends on choosing the right tools. This report reveals which firms are gaining a competitive advantage, what barriers smaller practices face, and why specialized AI solutions outperform generic tools for professional work.
Whether you’re exploring automation, evaluating technology investments, or looking to improve margins and shift toward advisory services, the insights and benchmarks in this report will guide your decisions and help position your firm as a leader in the profession.
Download your copy below.
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