r/CPA•
SameerShah03

For Tax Owners using modern tax software, what still feels annoying?

QUESTION

Hi everyone👋

I’ve been reading through a lot of posts and it got me curious about something:

For those of you using client portals, e-sign, organizers, or even AI tools…

what parts of your day still feel a little clunky or slower than they should?

Are there places where you still end up:

• moving info between systems

• waiting on clients

• keeping your own notes or trackers

• cleaning up what clients send

• or double-checking things just to be safe

I’m not complaining or selling anything, just trying to understand how modern workflows actually feel in practice. Would love to hear what little things tend to add up for you.

Posted Jan 14, 2026, 12:00 AM UTC

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