Preparing for Tax Season 2027: Mistakes Accountants Need to Avoid
Sept 15th, 2026, Tuesday, 1 PM – 2 PM EDT
24th March, Tuesday | 12 PM–1 PM EDT
Agenda
Preparing early gives firms time to evaluate what did not work in 2026, test new processes and technology, train teams, and address security and workflow gaps before tax-season pressure returns.
Join Ace Cloud Hosting for a practical and interactive conversation, “Preparing for Tax Season 2027: Mistakes Accountants Need to Avoid.”
Nick Chandi (CEO & Co-Founder, Forwardly) and Seth Fineberg (Founder, Accountants Forward) will share key learnings from Tax Season 2026 and discuss how accountants can better prepare for the next busy season.
What the session will cover:
- What Tax Season 2026 exposed and why preparing early for 2027 matters
- How to adopt AI with the right policies, approved tools, employee training, and human oversight
- Why cybersecurity is a firm-wide responsibility, from phishing and access controls to endpoint security and ransomware preparedness
- How automating manual AP and finance workflows can free up capacity while maintaining the right processes, controls, and ownership
Meet Speakers
Nick Chandi
CEO and Co-Founder, Forwardly
Nick Chandi is the CEO and Co-Founder of Forwardly, the first instant business payments provider for small businesses and accountants in the United States. As CEO, Nick oversees all levels of the organization, including senior leadership, marketing, HR, sales, product, business strategy, and customer service. He is a serial entrepreneur and, before Forwardly, built and exited multiple successful businesses during his two decades in accounting technology and finance.
Seth Fineberg
Founder, Accountants Forward
Seth is the founder of Accountants Forward. With over 30 years of experience in the accounting profession, he has witnessed firsthand how firms are evolving their services to remain relevant and responsive to client needs.
Seth is a seasoned business journalist and experienced editor, passionate about researching and delivering valuable insights into what drives business success.