A Guide to Surviving Accounting Busy Season

For accounting professionals, tax season is the busiest time of the year–and it can come with a lot of stress. Long hours, tight deadlines, and high-pressure environments can make even the most seasoned professionals feel overwhelmed. However, with the right strategies in place, you can not only survive but thrive.

In this guide, we’ll tell you exactly how you can minimize stress, improve productivity, and survive accounting busy season this year. Because it is possible to stay ahead of the game while maintaining your sanity–especially with Levvy on your side.

How to Survive Accounting Busy Season

Plan Ahead

As with any large project, meticulous preparation will do wonders to help you survive accounting busy season. Planning ahead ensures that tasks are prioritized, resources are allocated effectively, and deadlines are met without unnecessary stress. Start by prioritizing tasks based on urgency and importance to ensure you’re always on top of what matters most. And don’t try to do it all yourself—delegating tasks is essential! Additionally, make sure to get client documentation in order well before deadlines hit.

Levvy’s centralized workspace makes it easy to access, organize, and share client details, saving you from last-minute scrambling.

Don’t forget to plan your personal life and self-care to keep stress to a minimum; incorporate time for meals, exercise, and relaxation into your calendar. After all, you’re at your best when you’re well-rested and fueled.

Automate, Automate, Automate!

Nothing bogs accounting professionals down like manual, repetitive tasks–and there’s hardly time for that during tax season. That’s why automation is key during this busy period. When you automate your tasks, you can focus more on what matters.

Levvy’s customizable workflow templates simplify operations, ensuring that processes like tax filing or financial reporting run smoothly. From automated time tracking to instant reporting, Levvy minimizes the need for tedious, time-consuming work.

Communicate Effectively with Clients

Effective communication with clients is always important, but especially during tax season. A major challenge accountants face this time of year is chasing clients for missing documents and ensuring everything’s in order.

With Levvy, requesting client files is especially easy; just send a link with a custom message and deadline, and clients will be able to upload files instantly without creating an account. Meanwhile, automatic reminders and workflow tracking ensure everyone stays on schedule. With less manual effort, your team can channel their energy into strategic decision-making and high-value client interactions.

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Take Advantage of AI

It’s 2025–accounting professionals should be working smarter, not harder. One of the best ways to do this is by leveraging artificial intelligence. There are tons of AI-powered tools that can assist by uncovering patterns in financial data, helping with compliance, and providing faster, more accurate results when it comes to research. You could even use it for personalized advice for clients.

The possibilities are endless as AI revolutionizes accounting; hop on board!

Delegate Tasks

When long hours take over during tax season, delegating tasks and responsibilities is critical to maintaining efficiency and avoiding burnout. With so many tasks and hard deadlines, balancing the workload can become especially difficult.

Levvy’s real-time visibility into team capacity allows managers to balance workloads effectively, while the action center makes it easy to reassign tasks from someone who is over capacity to someone with available bandwidth. That way, you never have to miss a deadline or run into bottlenecks–especially when it matters most.

Experience these tools for yourself with our interactive demo.

Eliminate Distractions

Keep your head in the game! In the modern age, it can be especially difficult to stay on task, but staying focused is half the battle during the accounting busy season. Small distractions can derail productivity, leading to wasted hours. That’s why it’s a good idea to turn off notifications–or better yet, put your phone away–while working on high-priority tasks. It also helps to keep your environment clutter-free for a distraction-free workspace.

Take Care of Yourself

Even during tax season, your work-life balance is crucial to your success. Burnout is real, and reducing workplace stressors is integral to both productivity and mental health. Aim for seven to eight hours of sleep each night, set aside time to meal prep healthy dishes that nourish your body for sustained energy, and incorporate short bursts of exercise into your routine to reduce stress and improve focus–even a short walk can make a difference!

Make Levvy Your Tax Season Ally

You don’t have to take on tax season alone; let us help. Levvy simplifies your workflow, reduces manual effort, and provides real-time insights, ensuring you stay on track during the busiest time of the year.

Stay organized with personalized workspaces, automated time tracking, clear task assignments, pre-built workflows, and real-time analytics that make it easy to monitor team performance, track deadlines, and manage at-risk tasks with ease. Integrated collaboration tools streamline communication and maintain a single source of truth for all team discussions.