Your Post-Tax-Season Playbook: How to Keep the Momentum Going

When April finally packs its bags and the last tax return is e-filed, I’m sure you’re ready to crawl into a cave, eat something that’s not out of a takeaway container, and swear off spreadsheets for at least a week. But, before you disappear into Netflix oblivion, here’s the thing: the real magic for accounting firms happens after tax season. Yep. When everyone else is catching their breath, that’s your golden window to turn all that chaos and caffeine into something way more powerful.

Think about it for a sec. You just spent months knee-deep in your clients’ lives. You know their numbers, their pain points, their weird expenses (looking at you, “office dog treats” line item). You’ve never been in a better position to strengthen those relationships, set up recurring revenue, and shift from “tax hero” to “trusted advisor.”

With a little help from Cajabra CRM, you can automate half of it. So instead of chasing down clients or manually sending reminders, your CRM does just that while you sip your post-season latte in peace. This isn’t another “do more work” pep talk. It’s your playbook for working smarter, reviewing what worked, automating what didn’t, and turning the post-tax slump into your firm’s growth season.

1. Review what worked (and what bombed)

This sounds obvious, but please: don’t skip it.

• Grab your data: How many clients were handed off smoothly? How many deadlines were tight? What tasks tripped you up?
  

• Ask for feedback (yes, ask your clients). According to one guide, doing this right after tax season when impressions are fresh is powerful.
  

• Give yourself (and your team) permission to identify the hiccups: bottlenecks, repeated errors, late submissions, lack of communication. These become your improvement list.
  
  

Why do this? Because this isn’t just “wrap up the season” - it’s laying the foundation for next year. It’s like reviewing the movie after the credits roll so you don’t make the same mistakes again.

2. Map your client journey all year - not just April

If your client contact peaks in April and flatlines by June, that’s where your growth goes to die. Most firms go full throttle during tax season, then vanish like a magician. But your clients don’t disappear… they’re still running businesses, and they still need you.

So, make the relationship year-round. Send a real wrap-up note when tax season ends, something more valuable than a “thanks for your business” email. A few weeks later, follow up with a quick check-in: “How’s business looking now that you can breathe again?” Then, set quarterly touchpoints. A short review, a “did you know?” insight, or a conversation about what’s next.

The key is consistency. Cajabra CRM lets you tag clients as tax-only, advisory curious, or growth-ready, and set automations that nudge you (and them) at the right time. So instead of playing “who haven’t we talked to in months?”, your CRM quietly keeps those relationships warm.

3. Automate touchpoints (so you don’t rely on memory)

No offense, but you’re not remembering to follow up with 200 clients manually. No one is. That’s why automation exists - to make you look proactive even when you’re catching up on sleep and sanity.

The trick is to keep it personal(ish). Think: a “Thanks for surviving tax season!” email right after their return’s filed. A 90-day “how’s business?” note. A quarterly invite for clients ready to move into advisory. All triggered automatically.

With Cajabra CRM, these aren’t canned blasts. They’re smart, well-timed nudges that feel intentional. You’ll look like you have your act together, even when you’re on your third iced coffee wondering what month it is.

4. Turn retention into growth - the hidden leverage

New clients are fun. But keeping the old ones? That’s where the profit is.

Retention doesn’t sound sexy, but it’s your secret weapon. When you keep clients engaged, they don’t just stay, they spend more. The “tax-only” guy becomes your monthly advisory client, and suddenly you’re not starting from scratch every year.

Use your CRM to tag clients by type, set workflows for upsells or reviews, and send bite-sized insights between seasons, like “Here’s your real profit vs tax profit” or “A metric you might’ve missed.” Little value drops go a long way.

That’s the shift from “we do taxes” to “we drive results.” And with Cajabra CRM running the show, you’ll grow without feeling like you’re hustling 24/7.

5. Make it human. Keep it real.

Because let’s not forget: clients don’t want “another accounting firm”. They want someone who gets them. The year-end or post-season “we’re still here” message matters. Because if all they hear from you is one email in April and then silence - guess what? They’ll find someone else.

The Playbook in Practice

So here it is: your Playbook. Review what worked. Map a year-long journey. Automate the follow-through. Focus on retaining the clients you’ve got. Use the downtime to gear up. And keep it human.

Don’t let your CRM be just a database. Let it be your growth engine.

If you’re ready to do exactly that, the Cajabra CRM has the features you need to automate these workflows, segment your client types, trigger the right communications, and keep your firm top-of-mind after the last April filing. Try it out and make next season less about surviving, and more about scaling smart.