Accounting Industry Index statistics: Tax season findings from the Q2 2026 edition

Jeff NicholsNovember 4, 2026 · 4 min read

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Accounting Industry Index statistics: Tax season findings from the Q2 2026 edition

Key takeaways:

Across document uploads, organizers, e-signatures, and chat, 49% more clients completed all four core actions through the TaxDome client app this tax season, according to TaxDome’s Accounting Industry Index.
Total automations across TaxDome grew 40% year over year during tax season.
Firms sent more than 100,000 documents through the TaxDome + Juno integration for AI-powered tax prep.
Every firm with 25+ employees that sent organizers through TaxDome used automated organizer reminders.
The seven-day collection rate on single invoices among firms with 10–24 employees rose 13 percentage points, from 73% to 86%.

The Accounting Industry Index – Q2 2026 edition, published by TaxDome, analyzes anonymized operational data from more than 15,000 tax, bookkeeping, and full-service accounting firms during tax season 2025, which ran from January 1 to April 15, 2026. It found that 49% more clients completed all four core actions through the TaxDome client app than in the prior tax season.

Every tax season puts a firm’s operations under pressure. The firms that finished this filing season ahead were running on systems they built before January.

This is the second edition of TaxDome’s quarterly Index, following the Q1 2026 edition on firm growth. Here are five key tax season statistics for 2026 from the report, and what they mean for firms planning for the next busy season.

Table of сontents

How the Q2 Index measures tax season performance
Client app adoption statistics: 49% more clients completed all four core actions on the app
Accounting automation statistics: Total automations across TaxDome grew 40%
AI-powered tax prep: More than 100,000 documents sent through TaxDome + Juno
Every firm with 25+ employees used automated organizer reminders
Payment collection statistics: Firms with 10–24 employees gained 13 points
What the Q2 2026 findings mean for next tax season
Tax season statistics 2026: Frequently asked questions
Benchmark your firm’s tax season against the full report

How the Q2 Index measures tax season performance

The Q2 Index compares anonymized platform activity from more than 15,000 accounting firms during tax season 2025 (January 1 to April 15, 2026) with tax season 2024 (January 1 to April 15, 2025). Every figure reflects real operational behavior inside TaxDome, from client app activity to automations, reminders, and payments.

Results are also broken out across five firm-size cohorts, from solo practitioners to firms with 25+ employees. That lets firms benchmark against peers at the same stage of growth.

Methodology	Details
Research method	Analysis of anonymized operational data from firms using TaxDome
Sample	More than 15,000 tax, bookkeeping, and full-service accounting firms
Insight breakdown	Solo practitionersFirms of 2-4 employeesFirms of 5-9 employeesFirms of 10-24 employeesFirms of 25+

Client app adoption statistics: 49% more clients completed all four core actions on the app

49% more clients completed all four core actions through the TaxDome client app than in the prior tax season. Source: TaxDome Accounting Industry Index - Q2 2026 edition.

Clients completed more of their tax season on their phones this year. Across document uploads, organizers, e-signatures, and chat, 49% more clients completed all four core actions through the TaxDome client app than in the prior tax season.

Consumer tax brands market mobile filing directly to taxpayers, and those taxpayers now expect a comparable experience from their accountant.

“As more of everyday life moves to mobile-first experiences, clients bring those same expectations into their professional relationships. Firms that move too slowly risk creating friction in the client experience, even if their technical work is strong.”

— Paige Evans | Client Engagement Coordinator | 20-20 Accounting Solutions

Firms that pair a consumer-grade app with personal, expert service are well positioned as this shift continues. The firms seeing the strongest engagement build the app into a new client’s very first interaction with the firm.

Accounting automation statistics: Total automations across TaxDome grew 40%

Total automations across TaxDome grew 40% year over year during tax season. Source: TaxDome Accounting Industry Index - Q2 2026 edition.

Total automations across TaxDome grew 40% year over year during tax season. More firms ran automations than the season before, and firms that already used them ran more.

Every process a firm standardizes expands what its team can produce. Firms are putting that capacity toward serving more clients without growing headcount at the same pace.

“The biggest operational gains come from small process fixes that stick. If you standardize the workflow and automate the repetitive steps, each season starts from a stronger baseline instead of resetting to zero.”

— Brett Carmen, CPA | Managing Partner | Carmen Pearl Goodman Goldsmith CPAs

That compounding effect is why the firms running the most automations keep adding to them, season after season.

AI-powered tax prep: More than 100,000 documents sent through TaxDome + Juno

Firms sent more than 100,000 documents through TaxDome + Juno for AI-powered tax prep. Source: TaxDome Accounting Industry Index - Q2 2026 edition.

Tax season 2025 was the first full filing season for the TaxDome + Juno integration. Firms sent more than 100,000 tax documents to Juno for AI-powered tax prep, with the extracted data pushed directly into their tax software.

That’s data entry that skilled staff no longer had to key in by hand. The recovered time can go toward review, advisory conversations, and the work clients hire accountants to do.

This season, the integration covered individual returns. Juno now also handles Forms 1120, 1120-S, and 1065, which extends the same time savings to business returns.

Every firm with 25+ employees used automated organizer reminders

Every firm with 25+ employees that sent organizers through TaxDome used automated organizer reminders. Source: TaxDome Accounting Industry Index - Q2 2026 edition.

Organizers are one of the first steps of tax season, and a stalled organizer delays everything after it. Every firm with 25+ employees that sent organizers through TaxDome this tax season used automated organizer reminders.

At the largest firms, reminders are a standard part of how tax season runs. They bring back clients who opened an organizer and got distracted, so staff don’t have to chase each one.

Payment collection statistics: Firms with 10–24 employees gained 13 points

The seven-day collection rate on single invoices at firms with 10–24 employees rose from 73% to 86%. Source: TaxDome Accounting Industry Index - Q2 2026 edition.

Billing volume climbs fast during tax season, and collection speed can slip when it does. Firms with 10–24 employees moved in the opposite direction.

Their seven-day collection rate on single invoices rose 13 percentage points, from 73% to 86%, in a single tax season.

This cohort is growing its client base and team at the same time, which makes the gain especially notable. Structured billing gives these firms consistent scope and pricing as more people handle more clients.

Tiered service packages, new to TaxDome this year, give firms another way to define engagements from the start.

What the Q2 2026 findings mean for next tax season

Each of these findings points to the same pattern. The firms that came out of tax season ahead treated their operation as one connected system, and they built it before January 1.

The decisions firms make before the next filing season will shape how they perform once returns start arriving.

Metric	Q2 2026 Index finding
Clients completing all four core actions through the client app	+49% YoY
Total automations across TaxDome	+40% YoY
Documents sent through TaxDome + Juno for AI-powered tax prep	100,000+
Firms with 25+ employees using automated organizer reminders	Every firm that sent organizers
Seven-day collection rate, firms with 10–24 employees	73% to 86% (+13 points)

TaxDome’s Chief Revenue Officer sees the same pattern across the full dataset.

“What this tax season showed us is that operational advantage compounds. The firms performing best across billing, app adoption, automation, and tax prep efficiency aren’t the ones who found one thing that worked. They’re the ones who built systems where everything works together and then let those systems run through the hardest stretch of the year.”

— Petar Iliev | CRO | TaxDome

Tax season statistics 2026: Frequently asked questions

What are the key tax season statistics for 2026?

According to TaxDome’s Accounting Industry Index – Q2 2026 edition, 49% more clients completed all four core tax season actions through the client app, and total automations grew 40% year over year. Firms also sent more than 100,000 documents through TaxDome + Juno for AI-powered tax prep, and firms with 10–24 employees raised their seven-day collection rate on single invoices by 13 percentage points.

Are accounting clients using mobile apps during tax season?

Yes. Across document uploads, organizers, e-signatures, and chat, 49% more clients completed all four actions through the TaxDome client app in tax season 2025 than in tax season 2024.

How much are accounting firms using automation?

Total automations across TaxDome grew 40% year over year during tax season 2025. More firms ran automations, and firms that already used them ran more.

How are accounting firms using AI for tax prep?

In the first full tax season of the TaxDome + Juno integration, firms sent more than 100,000 tax documents for AI-powered tax prep. The data is pushed directly into the firm’s tax software, which removes manual data entry.

Do large accounting firms use automated client reminders?

Yes. Every firm with 25+ employees that sent organizers through TaxDome during tax season 2025 used automated organizer reminders.

What is the Accounting Industry Index?

The Accounting Industry Index is a quarterly benchmark report from TaxDome built on anonymized operational data from more than 15,000 accounting firms. The Q2 2026 edition, the second in the series, covers tax season 2025 (January 1 to April 15, 2026).

Benchmark your firm’s tax season against the full report

The full report breaks down client app adoption, automations, AI-powered tax prep, and payment speed for each firm-size cohort, with takeaways for every stage of growth.

Written by Jeff Nichols

54 articles

Jeff writes for TaxDome with experience in accounting, finance, and invoicing industries. He focuses on educating users about accounting trends and maximizing productivity through practical guidance on TaxDome’s features.