All Episodes - Modern Tax Pros

Tax work is hard enough. The way we do it makes it harder.Modern Tax Pros is a podcast for firm owners and tax professionals who are tired of 60 hour weeks, manual workpapers, and emailing clients fifteen times to get the same documents. If you have ever double checked a PDF at midnight or felt trapped by software that is older than your staff, you will feel at home here.Hosted by Dave Haase, a CPA and firm owner who bought his first practice in 2015, this show is about improving the tools and processes of our trade. After stepping into ownership, Dave was struck by how much of the work was still manual. Twenty year old software. Data entry from scanned documents. Review systems built on personal checklists instead of shared workflows. The inefficiency is not just frustrating. It raises prices for clients, burns out teams, and keeps firm owners stuck in the grind.Each episode brings practical, tactical conversations about how to run a more modern tax

View Podcast Details