Before everyone closes their laptops for the weekend, we want to highlight an awesome session from @eligabiff.bsky.social coming up on Monday. Most firm owners don’t need more time. They need to stop doing the wrong tasks. From Solo to Supported @ 3 PM ET 👉 thecollaborationroom.co

One of the biggest takeaways from our Claude & AI Agents session with Isaac Perdomo, founder of Opzer, is that permissions matter. As firms connect tools like Gmail to AI, you need clear boundaries around what AI can do on its own, what needs approval, and what should stay off-limits.

🗓️ This Week in TCR Before jumping back into the week, we want to acknowledge Memorial Day and honor those who gave their lives in service to our country 🇺🇸 Rebecca’s Mastermind Group is back Friday. Firm challenges, wins, AI conversations, and more!

Continuing our series where we asked members to finish this sentence: TCR is the place for... @sarasmckinney.bsky.social shares not the place for, but a place to. 💙 Learning, sharing, and commiserating. No matter where you are in your career. That is TCR 👉 thecollaborationroom.co

🗓️ This Week in TCR AI moves fast and it’s hard to tell what’s actually useful for firms. Thursday's event with Isaac Perdomo, founder of Opzer, covers what’s changed with Claude and AI agents in the last 6 months, real use cases, and security concerns around client data. 👉 thecollaborationroom.co

Happy Friday! If you know a CPA, EA, bookkeeper, or anyone running a firm who could use a good community, tell them about TCR. Peer support, live sessions, and CPE and CE all in one place. Remember, members get a free month for every referral! 👉 thecollaborationroom.co

Alright, one non-tax-season question for the timeline. 😅 How was everyone’s Mother’s Day weekend? Did you relax? Spend time with family? Finally stop checking your email for a few hours? Drop your highlights or photos below. We love seeing the humans behind the firms 💙

Yesterday's Claude Edition Mastermind with @rdriscollcpa.bsky.social went past the surface on AI and what it actually means for firm owners. The conversation landed somewhere worth sharing. Not fear, just possibility. How are you thinking about AI right now? 👉 thecollaborationroom.co

We asked our members to finish this sentence: TCR is the place for... This response is kicking off the series. When someone tells you they feel like they belong in a room, that is not something you manufacture. That is just what this community is. thecollaborationroom.co

🗓️ This Week in TCR @rdriscollcpa.bsky.social’s Mastermind is Wednesday. If you’ve had something sitting in your head you wish you could talk through with people who get it, this is that space. ⏰ This Wednesday @ 2 PM ET All firm sizes welcome!

Great points from @rdriscollcpa.bsky.social and Katy Ayer in our Tax Season Takeaways session! Extensions don’t have to feel like a burden to the client. If it feels like their to-do, it’s uncomfortable. If you carry the timeline, it’s not. Same situation. Different experience.

Our co-founder @rdriscollcpa.bsky.social out doing what she does best yesterday. She has been in the firm owner seat, she knows what it costs to avoid the hard conversations, and she helps firm owners stop avoiding them. That knowledge lives inside TCR every single week 👉 thecollaborationroom.co

🗓️ This Week in TCR If you’re hiring entry-level staff and trying to figure out how to train them in a way that actually works for your firm, this session is worth your time. From Rookies to Rainmakers with Seth Eldridge. 🗓️ This Thursday @ 10AM ET See you inside 👉 thecollaborationroom.co

Now that we’ve had a minute to breathe… @rdriscollcpa.bsky.social is hosting Tax Season Takeaways today at 2–3 PM ET! What worked, what didn’t, and what you want next year to look like. Tax preparers, bookkeepers, and all the above! Come one, come all! See you inside 👉 thecollaborationroom.co

We're so excited about CPE and CE being live in TCR that we're offering 20% off your first 6 months of membership. Use code TCRCOUNTS. $80/mo to start, then $100/mo after. Add CPE for $25/mo more. No yearly commitment. Community first, credits are just a plus. 👉 thecollaborationroom.co

CPE and CE are officially live inside TCR. 🎉 Same sessions. Same conversations. Same community. Now they count toward your license requirements. 🔵 CPE for CPAs 🔵 CE for Enrolled Agents 🔵 $25/month add-on to your existing membership 👉 thecollaborationroom.co

We made it through 4/15. One of the best parts of this season has been watching people inside TCR show up for each other in posts, Collab Circles, and co-working rooms. That support is what makes this community special. 💙 Rest up. We’ve got exciting things ahead. 👀

Tax season homestretch question, inspired by @rdriscollcpa.bsky.social: What’s your first non-tax-season move after 4/15? 🔵 Sleep for 12 hours? 🔵 Ignore your inbox? 🔵 Take yourself somewhere with zero Wi-Fi? What’s the first thing on your list once the deadline passes?

If today feels like a “refill your coffee and reset for a minute” kind of day, Collab Café is later ☕ Pop in, talk through things, or just sit with others in the same tax season stretch. 🗓️ 6–7 PM ET If you’re in TCR, grab a seat. If not, come join us!

Some of the most productive days this time of year don’t feel productive at all. ✓ You answered emails. ✓ You fixed small things. ✓ You moved a few returns forward. It doesn’t look big, but it adds up. If today felt like that, you’re doing more than you think. 🫶

Another week of the season. The work doesn’t slow down, and the questions don’t stop. 🔵 Open Meeting Rooms are always on. 🔵 Co-working when you need to focus. 🔵 Discussion when something comes up. Plus Collab Cafés & Circles all week. You don’t have to do this alone.

Let’s make this useful. What’s one thing you’re stuck on right now? Not the whole return. Just the one thing slowing you down today. ☝️ Drop it below. Someone else has probably seen it or solved it.

Another week of tax season. Early starts, late nights, and moments where you just want someone else in the room while you work. TCR’s Open Meeting Rooms are always on. 🔵 Co-working when you need to focus. 🔵 Discussion when something comes up. Pop in anytime.

You know that thing in your firm you said you’d fix after last tax season? And now it’s back. It’s easy to keep putting it off when you’re working through it alone. Built by @rdriscollcpa.bsky.social & @bsuecannon.bsky.social, with Melinda May, CPA. This could be the shift 👇

Today was one of those tax season days. If you were in the middle of it today getting things out the door, good work. These days take a lot more effort than people realize. We hope you get a moment to breathe tonight. 💆🏻‍♀️

During tax season, a lot of us run into clients asking for more... 🔵 More advice 🔵 More planning 🔵 More “can you take a quick look at this?” @rdriscollcpa.bsky.social’s What to Do When Clients Want More resource walks through how to handle those moments with clear language 👇

Another week in TCR, which means more real tax season questions getting talked through. 🔵 The quick sanity-checks. 🔵 The weird client situations. 🔵 The “has anyone seen this?” assists. When something comes up mid-season, it helps to have day-to-day support when you need it.

If overtime questions are popping up and you’re thinking “how are we supposed to handle this,” @fortwaynecpa.bsky.social built Overtime Planning Tools to help. Training + resources he uses in his own firm. You can find it in our free resources bank 👇

Real question during tax season. Ever been halfway through something and thought, “I wish I had a resource for this.” 🔵 A client email. 🔵 A checklist. 🔵 A script. 🔵 A quick reference. What situation this season makes you wish you already had something ready?

🗓️ This Week in TCR 🔵 Gratitude Farrm continues 🌱 🔵 Collab Cafés + Circles all week 🔵 Thursday: Hold Me, I’m Accountable. If you’ve got a project that keeps getting pushed during tax season, this is your hour to move it. Tax season doesn’t slow down, but you don’t have to carry it alone.

You heard it from @rdriscollcpa.bsky.social first, but we're here to tell you that it's true! For a while now, we’ve been thinking, “Man, our members deserve CPE and CE for showing up and doing this work.” So... we're bringing it to TCR! 💙 More details to come!

What if it counted? 🔵 You already show up. 🔵 You already engage. 🔵 You’re already working on your firm. What if the hours you’re spending here counted toward something? More soon. 👀

“A Millennial and a Boomer Walk into a Bar…” @rdriscollcpa.bsky.social was on The Disruptors sharing how she and @fortwaynecpa.bsky.social built TCR. Turning scattered, informal support into one structured space for pricing, tax planning, succession, and real firm-owner conversations. 🎧👇

🗓️ This Week in TCR Gratitude Farrm 🌱 Collab Cafés ☕ Collab Circles 🔵 And some exciting news dropping for current and future members this week. 👀 Stay tuned, because it is that exciting! Tax season is better with community 👇

In our last resource email, we covered one of the harder parts of tax season: the conversations. Rush jobs, missing docs, scope creep, and “quick questions.” So, shared language examples to help! That’s the kind of support we build inside TCR. 👉 thecollaborationroom.co

Gratitude Farrm is in full swing. 🌱 For 30 days, members get one daily prompt inside TCR to pause and reflect. Tax season can feel heavy. A few intentional minutes each day to reset your mindset makes a difference. TCR supports the tax work, and the people doing it. 💙

Before you close your laptop tonight, ask: What went right today? Not the inbox, fire drill, or late-night email. ✅ One clean return. ✅ One boundary held. ✅ One better conversation. Tax season highlights what’s unfinished. Don’t forget what you handled well. 🙂

🗓️ This Week in TCR The Gratitude Farrm starts this Friday! A 30-day guided experience inside the community with daily prompts focused on reflecting on last year, getting clear on what’s working now, and intentionally planning what you want next. Registration required 👇

Before replying to another client message, ask: Am I starting from scratch again? TCR’s free resources include templates, planning tools, and checklists 👉 thecollaborationroom.co/resources If the resources help, join TCR for real-time context and shared experience during tax season.

Tax season moves fast. What helps is having tools ready. Inside TCR, firm owners are using: 🔵 Client boundary language 🔵 Overtime planning resources 🔵 Client letters 🔵 OB3 guidance Members also share what’s working so others don’t start from zero. 👉 www.thecollaborationroom.co/

Meet & Mingle is happening this Friday inside TCR, with @eligabiff.bsky.social! Tax season gets heavy fast. Having people to lean on and learn from makes a real difference when things start stacking up. We’d love to see both familiar faces and new ones. 👉 thecollaborationroom.co

Holding boundaries is harder than setting them. @rdriscollcpa.bsky.social shared a new resource on enforcing tiered services once lines start to blur, especially during tax season. If you’ve been doing more work than you’re getting paid for, this will help 👉 thecollaborationroom.co/resources

The Gratitude Farm is back 🌱 Hosted by Liz Farr, this 30-day experience runs across TCR, Roundtable Labs, and Take Your Life Back, Tax Pro. Daily prompts, shared reflection, and a few fun surprises. Kickoff is Feb 13th! You must register to attend 👉 us06web.zoom.us/meeting/regi...

We can’t get enough of the pancakes vs. waffles debate…but picking a team AND actually eating them? Even better, thanks to @tcrtalks.bsky.social! 🥞🧇 Are you the kind of sponsor who likes to chow down with the crowd? You’re in luck! We’re still looking for #TaxRetreat26 sponsors. 👀

🗓️ This Week in TCR This is the part of tax season where questions pile up fast. Collab Cafés are running Tue, Wed, Thu. Easy drop-ins to talk through client situations, workflow questions, or just listen in. If you’ve been thinking about joining TCR for tax season support, come join us!

Sometimes growth isn’t about finding strangers. In her Mastermind, @rdriscollcpa.bsky.social shared a simple shift: talk to other accountants first. Larger firms are shedding work all the time, and a lot of it still needs a home. Let people know what kind of work you want and start there.

It’s about more than tax returns and deadlines. In @tallycpa.bsky.social’s Member Spotlight, he shared how knitting, cooking, and family nights help him keep some balance, especially with tax season around the corner. When work starts bleeding into everything, what helps you shut it off?

On MLK Day, we’re reminded that community and shared support matter. Rebecca’s Mastermind kicked things off this morning, and we’ve got one more live session this week: 🔵 Thu 2:15 PM ET • Hold Me, I’m Accountable Collab Cafés + Collab Circles are also in motion all week.

Overtime rules changed and the guidance is… not exactly catching up. The Overtime Planning Tools come straight from a live TCR training and real firm use by @fortwaynecpa.bsky.social. What to ask, what to document, and how to be ready when clients start asking. 👉 thecollaborationroom.co/resources

Tax season doesn’t wait, and last season made one thing clear: having people to talk things through with matters. This week inside TCR: 🔵 Collab Cafés 🔵 Collab Circles Community is where tax season support actually happens. Join us inside!