How long does your Q1 tax reporting cycle actually take, from data cutoff to reports landing with clients and advisors?
🔹 Under 2 weeks 🔹 2–4 weeks 🔹 Over 4 weeks
We ask because the answer tends to correlate less with the size of the institution than you'd expect — and more with how much of the process still runs through manual reconciliation versus automated logic.
Curious to see where the industry actually lands. Drop your answer below, or feel free to be more specific in the comments — we read every one.
