Smart Strategies to Lighten Your CPA Firm’s Workload During Tax Season

Tax season is both the most profitable and the most demanding time of the year for CPA firms. With non-stop tasks and tight deadlines, the pressure on your team can feel overwhelming. The good news? There are simple ways to work smarter and make tax season more manageable for everyone. 

Here are two effective strategies to help your firm stay efficient and focused. 

1. Prioritize Tax Work

During tax season, tax-related tasks should be your firm’s top priority. Many accountants feel overworked because they’re juggling tax work alongside other services like bookkeeping or payroll.

To avoid spreading your team too thin, consider outsourcing non-tax services—such as payroll or bookkeeping—to trusted partners. Offloading these time-consuming tasks frees up your team to focus on delivering high-value tax services—without the risk of burnout. 

2. Partner with a Payroll Services Provider

Think about how busy professionals hire specialists to handle things like house cleaning or yard work. It’s not because they can’t do it themselves—it’s because outsourcing lets them focus on what matters most.

Partnering with a managed payroll service provider works the same way. It saves your firm time, reduces stress, and keeps your team  focused during tax season.

The right payroll partner isn’t just a short-term fix—it’s an extension of your team. 

Here’s what to look for in a payroll service provider:

• Flexible Collaboration: Choose a provider that can operate behind the scenes as your back-office processor or work directly with your clients.
• Dedicated Support: Your provider should assign a payroll expert who understands your business, anticipates your needs, and offers personalized guidance.
• Accurate, Timely Payroll Processing – Ensure your clients’ payroll is correct and always delivered on time. 
• Tax Filings & Compliance – The provider should handle quarterly and annual filings, W-2s, and IRS tax notices on your behalf. 
• Secure Self-Service Options – Look for cloud-based platforms that give employers and employees easy access to payroll information. 
• Flexible Time Entry Options – Your clients should have  multiple ways to record time efficiently. 
• Customizable Reports – On-demand reporting capabilities help you and your clients stay informed. 
• Free Direct Deposit & Pay Card Services – A payroll partner should streamline payroll delivery for both employers and employees.

By outsourcing payroll to a specialized partner like IRIS Managed Payroll Services, your firm can free up valuable time and resources to focus on helping clients navigate tax season.

“By having IRIS Managed Payroll doing so much, my staff is able to do other things which are more important. This includes running PLS, evaluating, bookkeeping, and teaching, which allows us to service more people. We’re able to grow and retain staff because we don’t have to do extra payroll work.” explains John Hartmann of Hartmann Professional Services.

Work Smarter With IRIS Payroll Services

Outsourcing payroll to IRIS Managed Payroll Services means less stress for your team and more time for what matters—providing outstanding tax services.

Visit our website to learn more about IRIS Payroll Services designed specifically for accounting firms, or download our solution brochure to see how we can help.