Resources

Guides, playbooks & tools for tax firms

Practical, practitioner-built resources for running a smarter firm — from evaluating software to getting more out of every research hour. We're just getting started, so check back often.

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PlaybookFree download8 min read

I Just Gave a Talk on How to Stop Buying Software You'll Never Use. Here's What We Covered.

The SPA Test™ and the VALID Filter™ — two frameworks for evaluating accounting software without getting burned by a great demo. Plus the free template (and the Claude-in-Excel trick) I shared at Scaling New Heights 2026.

Liz Mason

CEO at TaxFigure

June 12, 2026

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Tools & Templates

Software Evaluation Template

The spreadsheet Liz Mason uses to evaluate firm software — scored features, pricing at scale, vendor health, and a “How to Use” tab. Free download.

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More tools on the way

Checklists, calculators, and research playbooks are in the works.

See the platform behind the playbooks

TaxFigure gives tax professionals cited research, document intelligence, and entity-scoped workspaces. Bring a real question to a 30-minute demo.

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