After years of enduring grueling tax seasons, Brenda Cannon, a dedicated accountant and co-owner of a CPA firm, knew there had to be a better way. One year, more than 100 clients dropped off their tax documents on March 15, leaving her team buried under an impossible workload, no time to space out returns, and little chance to enjoy anything outside the office.
Like so many accountants, she found herself missing family events, losing sleep, and feeling guilty for taking even a few hours away from work. Determined to change that cycle, Cannon developed a system that structured tax prep scheduling throughout the year, spreading out work evenly and keeping clients informed about timing. The difference was immediate: less chaos, more structure, and a sense of control she hadn’t felt in years.
In 2024, Cannon partnered with Matt Peterson, a seasoned software developer with more than 20 years of experience, to transform her process into SchedulEase, a software platform designed to help other tax professionals do the same.
SchedulEase allows firms to set clear deadlines, automate scheduling, and communicate expectations with clients, ensuring work is balanced across the season rather than bottlenecked at the end. It gives accountants visibility into their workload, helps them manage client expectations, and reduces burnout, all while supporting better client relationships.
“It’s not about adding another tool,” said Cannon. “It’s about changing a mindset, building a better way to work that gives you your time, your focus, and your peace of mind back.”
Tax professionals can see the software in action by joining a live demo on December 2.👉 Register here
In addition to the software, Cannon leads Take Your Life Back, Tax Pro!, a community for accountants and tax professionals who want to run their practices on their own terms. The group provides practical resources, peer support, and real-world conversations about managing boundaries, building systems, and finding balance during busy seasons. Membership to the community is available two ways: included with every SchedulEase subscription, or as a standalone membership for $30/month (billed monthly) or $360/year (billed annually). Because investing in balance is just as important as investing in your business.
Together, SchedulEase and Take Your Life Back, Tax Pro! are redefining what it means to succeed in accounting, proving that productivity and peace can coexist when you have the right systems and support in place.
About SchedulEase
SchedulEase was built to help firms plan smarter, protect their time, and take control of their workflow. The software complements the process of taking your life back by helping firms organize client work more efficiently and sustainably.
Learn more: https://schedulease.net/
Join the community: https://tylbtp.com/