WHITE PAPER

The Tax and Accounting Scheduling Gap

Why the way your firm schedules tax and CAS work is costing you revenue and margin - and what leading firms are doing differently.

  • Why audit scheduling tools fail at tax and CAS work
  • The market forces making this urgent (PE consolidation, talent scarcity, AI)
  • A framework for closing the gap with task-level scheduling
  • Real examples from REDW, Kruggel Lawton, and other CPA firms
300K+

Accountants have left the profession in 3 years

Bureau of Labor Statistics
6,000

Hours of capacity wasted per season (mid-sized practice)

Whitepaper analysis
$1.2M

In unrealised revenue per season (mid-sized pratice)

Whitepaper analysis
147

PE-backed CPA transactions in 2025

CPA Trendlines

WHAT YOU'LL LEARN

Close the scheduling gap. Unlock capacity and margin.

Why audit scheduling tools fail at tax

Tax and CAS work operates at the task level, not the project level. Learn why the architecture difference means you can't bolt tax scheduling onto a tool built for audit.

Three forces making this urgent now

PE consolidation, 300K+ accountants leaving, and AI creating capacity nobody captures. Understand the market dynamics reshaping firm operations.

The math behind the $1.2M gap

See how scheduling inefficiency wastes 6,000 hours per season for a mid-sized practice — and a framework for calculating what it's costing your firm.

What leading firms did differently

Real examples from REDW and Kruggel Lawton: how IPA-ranked firms closed the gap with task-level scheduling and workflow integration.

Inside the Whitepaper

A complete analysis of the tax and CAS scheduling problem.

  1. The Operational Reality
    Daily frustrations: unpredictable volume, idle returns, manual handoffs, invisible overruns
  2. The Market Forces
    PE consolidation, talent scarcity, and AI capacity gains that demand new infrastructure
  3. Why Current Tools Fail
    The architecture difference between project-level and task-level scheduling
  4. What Leading Firms Do Differently
    REDW, Kruggel Lawton, and the three characteristics of firms that have closed the gap
  5. A Framework for Action
    Three steps to separate tax scheduling from audit, connect workflows, and track budgets in real time
Free Download

Stop leaving revenue on the table.

Get the complete analysis of the tax and CAS scheduling gap, with real examples from CPA firms.

Download the Whitepaper