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Jul 8, 2021

The pressure to adapt business models to the present while simultaneously preparing for the future has always been a force acting upon professionals.   

On this Tax Section Odyssey episode, April Walker, CPA, CGMA, Lead Manager — Association of International Certified Professional Accountants, representing AICPA & CIMA, and Donald A. Nelson, EA, Co-Founder — Pacesetter Tax, discuss current technology buzz words and what it takes to become modern firm in a sustainable model.

What you’ll learn in this episode

  • What the term “embrace the change” means (0.50)
  • Evaluate your tech stack (3.08)
  • The IRS tech stack (4.50)
  • Key things to keep in mind when considering modifications to your tech stack (7.00)
  • What a “modern firm” is (8.01)
  • Ways to incorporate automation to facilitate efficiency (9.37)
  • Steps firm leaders can take to help themselves and staff avoid burnout (14.58)
  • Overview of Pacesetter Tax (17.39)

AICPA resources

Other resources

  • Pacesetter Tax – Integrated solution that allows tax preparation practices to work more efficiently and serve clients more effectively. Pacesetter Tax is designed to work seamlessly with whatever tax software your practice uses, from basic to top-of-the-line, and to replace the patchwork of other one-off tools that don’t play nicely together.


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This episode is brought to you by the AICPA’s Tax Section, your home base to maintain your professional edge. To learn more about the Tax Section, check out or sign up for a free web tour.