Another tax season is in the books—literally. For most accounting firms, the end of tax season comes with a mix of relief and exhaustion.
You’ve crossed the finish line and survived the nonstop deadlines, client emails, and last-minute document hunts, so give yourself a big pat on the back! But amidst your much-needed moment of rest, you may be realizing that it’s time to reassess the systems behind your operations to be better prepared when the cycle starts again.
An efficient tech stack—every platform, tool, and integration your firm relies on—is the backbone of every great accounting firm. Reassessing and rebuilding these systems after tax season can help you streamline operations, reduce burnout, and better serve your clients year-round.
That’s why we put together this guide, complete with information on all of the tools you need to run a well-oiled accounting firm—and a step-by-step roadmap to restructure your operations.
An optimized tech stack does more than just keep your firm running. It empowers your team to work smarter, not harder. The right tools can eliminate bottlenecks, automate tedious tasks, and allow your staff to focus on higher-value work.
If you experienced workflow bottlenecks, communication breakdowns, disconnected apps, and repetitive manual tasks this tax season, it might be time for a tech refresh.
And while generic software might get the job done, accounting firms need more than a catch-all project management tool. You need systems that understand recurring workflows, client deliverables, and regulatory deadlines. That’s where industry-specific platforms like Levvy shine—designed for accounting firms, by accounting experts.
To rebuild your accounting tech stack to its fullest potential, you should focus on a few core components—and choose tools tailored to accounting firms.
Consider the following categories:
Your practice management software should serve as your central hub, where you manage clients, deadlines, workflows, and communication.
We may be biased, but it’s true: Levvy offers everything accounting firms need to get the job done efficiently and optimally. Made by accountants, for accountants, purpose-built features include pre-built, customizable workflow templates; seamless time tracking; secure client portals, and more. Unlike generic tools, Levvy supports the complex needs of accounting firms—so you can stay on top of every project with confidence and ease.
Repetitive tasks are among the biggest thorns in the side of accounting firms—especially when the busy season rolls around. Not only are manual recurring tasks tedious, but they can hold your team back from focusing on delivering the high-value work that really matters. That’s why implementing tools for automation and integration into your tech stack is essential.
On top of our workflow automation features, automatic time tracking, and more, Levvy offers integrations with: Gmail, Outlook, Slack, Quickbooks, and Xero.
Whether it's generating invoices or turning emails to tasks, automation saves time and reduces errors—and headaches.
To say that accounting is a document-heavy field would be an understatement. From client W-2s and bank statements to time tracking logs and invoices, there’s certainly no shortage of files to keep track of—and to safeguard with optimal security. When rebuilding your tech stack in preparation for next tax season, look for secure, cloud-based tools that protect your client’s information
Levvy’s simple, centralized document storage makes it easy to collect, share, and organize files during busy seasons, all while keeping everything secure and audit-ready.
You know what they say: Teamwork makes the dream work. It isn’t just a platitude; effective collaboration and communication are crucial to streamlining your accounting firm’s operations and boosting efficiency. Especially when it comes to outsourced, remote teams, your tech stack plays a central role in your firm's communication—both within the team and with clients.
Choosing a platform that lets you track messages, share updates, and manage client interactions within your practice management system is crucial. Levvy centralizes communication so nothing gets lost in your inbox, allowing for in-task comments, notes, and real-time collaboration.
Accurate time tracking and invoicing are non-negotiables for any accounting firm looking to stay profitable and scalable. Without visibility into how your team is spending time, it’s nearly impossible to measure efficiency, allocate resources effectively, or bill clients accurately—all of which can throw a major wrench in your operations, especially during tax season.
That’s why it’s critical to choose tools that are not only easy for your team to use, but also tightly integrated with your practice management system. A connected system can automate repetitive tasks like generating invoices, sending reminders, and logging time from completed tasks or calendar events—saving your team hours each month.
Levvy makes all of this simpler than ever with automatic time tracking and client billing, plus Quickbooks and Xero integrations for seamless invoicing. That way, you can streamline the entire client lifecycle from kickoff to payment.
Okay, now that you know which tools you need in your tech stack, it’s time to get rebuilding. Here’s a step-by-step roadmap to navigating the changes with ease.
Step 1: Assess what worked and what didn’t
Gather feedback from your team. Where did tools fall short? What slowed you down? These insights are critical for rebuilding smarter.
Step 2: Prioritize accounting-specific tools
Avoid patching together general-purpose software. Choose platforms that understand your workflows, client cadence, and compliance needs.
Step 3: Consolidate where possible
The fewer tools you rely on, the easier it is to manage data and train your team. Look for platforms like Levvy that offer multiple capabilities under one roof.
Step 4: Integrate & automate
Use Zapier or native integrations to ensure your tools work together seamlessly.
Step 5: Train your team
Even the best tools are useless if your team isn’t trained. Invest time in onboarding and training so your team can hit the ground running.
Rebuilding your tech stack post-tax season isn’t just about fixing what’s broken—it’s about setting your firm up for long-term success. Levvy can help. Built specifically for accounting firms, Levvy streamlines workflows, strengthens client communication, and improves team collaboration. Plus, with integrations to Zapier, Quickbooks, and Xero, Levvy connects to thousands of other apps, helping you create a truly connected, modern firm.
Don’t wait until next tax season to make a change. Start modernizing your tech stack today.
Book a demo to see how Levvy can simplify your entire practice.
Ready to tap into your team's full potential? Get started now, and start your journey with Levvy.
