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BlogAccountant & Bookkeeper
May 23, 2025•1 minute read

Stay Ahead: Download Your Post-Tax Season Checklist for a Smoother Financial Year

Cover Image for Stay Ahead: Download Your Post-Tax Season Checklist for a Smoother Financial Year
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Katie McCann

Content Marketing Manager at Relay

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The long nights and last-minute fire drills are behind you. Now it’s time to capture what broke — and fix it while it’s still fresh.

We teamed up with Blake Oliver, host of The Accounting Podcast and Relay’s Accounting Community Advocate, to bring you 5 powerful strategies to help your firm debrief, streamline, and future-proof after tax season. And we’ve turned them into a simple, actionable checklist you can implement today.

Grab the checklist and make this year’s challenges next year’s strengths.

What You’ll Get in This Free Download:

Download to get your checklist that walks you through:

  • 🧠 A Guided Debrief Framework Know what to ask, record, and document in your post-tax season team review — and how to turn it into an actionable plan using AI.

  • 📄 Better Client Documentation Practices Templates and process tweaks to make document collection smoother and less frustrating — for you and your clients.

  • 🔍 A Client Evaluation Lens Identify which clients add stress and which fuel growth. Learn how to clean your roster without guilt.

  • ⚙️ Quick Automation Wins Start small and save big with automations for everyday tasks that drain time and energy.

  • 📊 Smarter Write-Ups with Relay Avoid March mayhem. Discover how Relay can simplify your month-end process.

Relay is a financial technology company and is not a bank. Banking services provided by Thread Bank, Member FDIC.

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