Tax Season Chaos? This Scheduling System Fixes It with Brenda Cannon
From Growth Amplifiers by Growth Amplifiers
March 13, 2026 · 27 min
About this episode
Brenda Cannon discusses how implementing a scheduling system can reduce chaos during tax season and improve workload management.
Kenny Harper interviews Brenda Cannon about reducing tax-season chaos by scheduling tax prep and controlling workload instead of accepting documents anytime. Cannon explains how her firm previously promised 2–3 week turnarounds without knowing capacity, leading to bottlenecks like 105 clients submitting documents on March 15, and how the pandemic highlighted the lack of workload control. Inspired by a podcast, she implemented a scheduling system using Calendly, Make, and Airtable, then co-developed the SchedulEase software to better track client scheduling, automate reminders, and support flexible calendars by preparer or client type. She emphasizes proactive client communication about extensions, using tax projections when needed, improving efficiency, reducing status checks and errors, and using scheduling for capacity planning, client fit, and better work-life balance. 00:00 Why Scheduling Matters 01:12 Meet Brenda Cannon 03:26 From Chaos to Control 05:11 Building SchedulEase 06:34 Client Buy In 08:42 Rolling It Out 15:22 Handling Extensions 15:48 Community and Setup 22:28 Capacity and Team 24:51 Lessons and Wrap Up
People in this episode
Guest: Brenda Cannon
Topics covered
- tax preparation
- scheduling systems
- workload control
- client communication
- efficiency
Keywords
- SchedulEase
- Calendly
- Make
- Airtable
- tax projections
- capacity planning
Mentioned in this episode
Products: Calendly, Make, Airtable, SchedulEase
More episodes of Growth Amplifiers
- The Storytelling Advantage Every Coach and Advisor Is Missing with Bill Blankschaen · April 22, 2026 · 20 min
- Stop Tracking Everything: Build a KPI Dashboard That Drives Decisions (with Jack Tompkins) · April 12, 2026 · 22 min
- Strategic Tax Planning & CPA Partnerships with Shauna “Tax Goddess” Wekherlien · March 3, 2026 · 19 min
- From $100K Tax Bill to Strategic Wealth: What Business Owners Miss with Michael Uadiale · February 24, 2026 · 17 min
- Unlocking Financial Success: Dancing with Numbers Featuring Tricia Taitt · February 12, 2026 · 25 min
- From Burnout to 90% Satisfaction: The Power of Niche Expertise and Mental Health · February 1, 2026 · 24 min
Explore listener stats, chart rankings, contacts and more on the Growth Amplifiers podcast page.