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The Accounting Industry Index: Q2 2026 Edition

We analyzed operational data from 15,000+ firms to benchmark your firm’s performance. Find out which firm sizes are automating the most and where there’s still room to move ahead.

Key insights from this past tax season include:

Client app use grew faster than desktop portal use across every core tax season action.

More than 100,000+ tax documents were sent from TaxDome to Juno for AI-powered data entry.

Structured billing led to 83% of invoices being paid within seven days.

Total automations across TaxDome grew 40% year over year during tax season 2025.

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This is how firms actually operated in tax season, measured from real workflows rather than what they said in a survey. One report, built to answer the question every owner asks and few can measure: how do we stack up?

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We analyzed operational data from 15,000+ firms to benchmark your firm’s performance. Find out which firm sizes are automating the most and where there’s still room to move ahead.

Key insights from this past tax season include:

Client app use grew faster than desktop portal use across every core tax season action.

More than 100,000+ tax documents were sent from TaxDome to Juno for AI-powered data entry.

Structured billing led to 83% of invoices being paid within seven days.

Total automations across TaxDome grew 40% year over year during tax season 2025.

Winner Comprehensive Firm Workflow Solution

Four findings that separated the leaders

Across every cohort, the firms that pulled ahead made the same operational moves. Here are four that showed up clearest in the data, and what each one came down to.

Tax season went mobile

49% more clients completed all four core tax season actions on the client app: uploads, organizers, e-signatures, and chat. They chose the app over desktop portals on every single action.

Manual data entry is disappearing

Firms sent more than 100,000 tax documents to Juno through TaxDome for automated data entry. 7,700+ hours of manual keystroke work gone in one season.

Reminders decide organizer completion

Firms using automated organizer reminders completed about a third more organizers than firms that didn’t. 100% of firms with 25+ employees that sent organizers used reminders.

Structure gets firms paid faster

83% of invoices were paid within 7 days even as proposal volume grew 78% year over year. Firms with 10 to 24 employees improved their 7-day rate from 73% to 86%, the largest billing gain of any cohort.

What you can benchmark using the Accounting Industry Index

The Accounting Industry Index helps you benchmarks your practice against firms of the same size and the industry-wide averages:

Client app adoption across uploads, organizers, e-signatures, and chat, by cohort

Using AI to eliminate manual data entry

Automation depth per firm and who’s deepening automation the most

Where your firm stands against practices at your exact stage

Why firm owners read the Index

Benchmark the season you just finished

Most firms have nothing to compare their season against. The Index turns operational data from 15,000+ firms into comparable benchmarks.
Act while there is still time to act

The extension deadline is ahead, and 2027 planning starts now. Every finding in the report ties to a specific operational decision you can make before next tax season.
See what leading firms built

The firms that pulled ahead this season set up their app, automation, reminders, and billing before the rush began. This report shows you what they put into place.

Why we built the accounting industry index

What this tax season showed us is that operational advantage compounds. The firms performing best built systems where everything works together, then let those systems run through the hardest stretch of the year. Every tax season, the gap between those firms and the ones still figuring it out gets a little wider. The decisions firms make before January 1st matter more than anything they do after it.

Petar Iliev, Chief Revenue Officer at TaxDome

Benchmark your firm against real tax season data

Download The Accounting Industry Index and see how your firm compares on app adoption, automation, AI, billing, and more, all broken down by firm size.

The Accounting Industry Index: Q2 2026 Edition

Get the full report

Four findings that separated the leaders

What you can benchmark using the Accounting Industry Index

Why firm owners read the Index

Benchmark your firm against real tax season data

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