Designing workflows to save time and better serve clients episode artwork

EPISODE · Aug 7, 2026 · 23 MIN

Designing workflows to save time and better serve clients

from Accountants Daily Podcast Network · host Momentum Media

In this special episode of Accountants Daily Insider, produced in partnership with Taxy, we unpack why practitioners should tune out the noise around AI and get back to basics, freeing up time in the day to focus on the client experience. Host Jerome Doraisamy and Taxy co-founder and chief executive Amanda Walker discuss: The state of the profession coming into the 2027 financial year. The real cost of delays in a tax job. Why clients go quiet on their accountant. The role of technology providers in supporting accountants. The growing regulatory pressure on practices. To learn more about Taxy, click here.

Episode metadata supplied by the publisher feed · Published Aug 7, 2026

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Designing workflows to save time and better serve clients

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