Why the “Final Step” Is Your Tax or Accounting Firm’s Weakest Link

August 11, 2026
5 mins read

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For most clients, completing a tax return should mark the natural conclusion of tax season for the year. Instead, the toughest part of tax season for many is having that finish line pushed back multiple times due to the multi-step process of actually paying taxes to federal, state, and local revenue agencies, and then to your firm.

As a result, what should be a moment of relief becomes multiple rounds of stress. There is a way to fix that, though. ReverePay streamlines the process so clients and accounting firms can wrap up tax season efficiently. That isn’t just a short-term benefit, either; it can improve client retention year over year.

Tax season is a major stressor for many Americans

For those who work in tax and accounting, tax season is a major stressor because of the volume of work. Every job has its busy seasons, whether it’s the winter in retail or summer in agriculture. But the scramble to get clients’ taxes done before April 15 is like nothing else.

While it’s a rough stretch for accountants, many clients are in the same situation. For adults across the country, tax season is a time of anxiety. Worries about making mistakes and fear of repercussions often lead people to procrastinate on filing their taxes.

This isn’t just based on observation; it’s a measured phenomenon.

Over 40% of adults rank tax season as the most stressful financial moment of the year, with 30% saying that tax filing adversely affects their mental health. Notably, more than half of Gen-Z adults say tax filing is the most difficult obligation they face as adults.

According to those respondents, that stress is a big part of why they work with an accountant in the first place. 49% worry about making mistakes when they file their taxes, and 43% said they specifically work with accountants to ensure accuracy when filing. 12% go a step further and rely entirely on their accountant to file for them.

Complicating matters further is that getting a tax return isn’t “fun” for a large portion of the population. 24% rely on it as income to help pay off debts.

These numbers all point toward one thing: clients worry about tax season, and many have valid reasons to be worried. Because of that, they rely on their accountants to help alleviate the stress associated with tax filing. And once their taxes are ready to be filed, clients want that to be the end of it.

As a result, when tax season ends with a disjointed, manual payment process to various agencies and your firm, it creates friction that diminishes the value of the high-level tax work performed. The best-case scenario is that the client handles it independently without incident, but there’s no guarantee that happens.

The lack of a single, all-encompassing payment system has troubled taxpayers for a long while and prolonged one of the most stressful periods of the year.

Finish closing accounts faster with ReverePay

While we shouldn’t forget that the final phase of tax season is potentially tough for clients, it’s also tough for tax and accounting professionals.

Clients rely on tax experts for a reason: to ensure that nothing goes wrong when filing and paying their taxes. Even if the job has been done properly, if the client can’t successfully navigate their way through the local, state, and federal tax-payment portals, they’ll likely return for help.

When that happens, it usually doesn’t take much time to fix. Verifying the amount and tax period, logging into government portals, dealing with multifactor authentication, saving confirmation numbers, updating records, and confirming that the payment cleared might take just a few minutes each. The trouble is that all these small requests add up, and add up further when multiple clients are returning for help.

It’s not necessarily fair to expect accountants to always go above and beyond for clients in this way, but it’s also best practice to do so. Clients ultimately have plenty of options, and you need to deliver your best service to keep them around next year.

Thankfully, ReverePay offers firms, wealth managers, and independent CPAs the opportunity to avoid some of these troubles. 

ReverePay brings the finish line closer to clients

ReverePay is a payment platform designed for CPA, accounting, and tax firms. It streamlines collecting tax preparation fees and client tax payments into a single, unified checkout experience. This helps alleviate some of the tax-season stress for clients while also saving you time and energy during busy seasons. 

For accountants, ReverePay’s features include:

ReverePay turns a disjointed payment process involving separate portals and manual coordination into a traceable, efficient workflow that can generate additional revenue for the firm.

Not only does it help you avoid walking a client through the payment process, but it also offers a better tax season experience than what clients are used to. Lightening their load ultimately lightens yours as well, and gives them extra reason to come back next year.

Is ReverePay a good fit for your firm? Schedule a call with our team to discuss how ReverePay can boost your bottom line while helping your clients.

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Michael Ly
Michael Ly is an accounting fintech entrepreneur and Director of Revere Alliance, a next-generation platform helping independent CPA, tax, and accounting firms scale without sacrificing autonomy. He is also the founder of Reconciled, a nationally recognized online bookkeeping and accounting service, and is involved in advancing accounting technology through Accounting Fintech Ventures. Across his work, Michael focuses on helping small businesses, accounting firms, and fintech-enabled service providers address operational complexity, capacity constraints, and new revenue opportunities. Through Revere Alliance and Revere Pay, he brings a practical operator’s perspective to the future of independent firm growth.

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