Dissecting Your Tech Stack

You set out to fix five problems with a new piece of software, and somehow ended up with six. Sound familiar?

Welcome to the debut of Tax Tech Simplified (formerly The People Behind the Books). In this solo kickoff, Yehuda Tenenbaum, EA, unpacks your firm's "tech stack," every tool that touches your process, and why most firms end up with one they built by accident instead of on purpose. Before you can optimize it, you have to see all of it.

In this episode, you'll discover:

• Why you almost certainly have more software than you think, and the one simple exercise that finally reveals all of it
• The four buckets every tech stack sorts into (marketing, practice management, the "engines" where the work happens, and the supporting tools) so nothing slips through the cracks
• How to dodge "new kitchen syndrome" and stop paying for two tools that do the same job

Press play, then map your own stack before the next tax season hits. The firms that build with intention are the ones that actually run the way their owners want.

🔗 Grab the free tech-stack worksheet (make a copy): Tech Stack Worksheet