The New Year is here, and with it comes an impending tax season. For many firms and businesses, this is the time when approvals, scattered bills, and last-minute payment surprises can start to feel like they're taking over your day-to-day work.

But 2026 can be different. By starting the work earlier and giving yourself a head start, you can improve how smoothly your tax season goes for both you and your clients.

Your tax prep checklist

Don’t wait until the last minute. Our Tax Prep Readiness Checklist for Accountants helps you:

• Track client approvals and payments efficiently

• Ensure receipts and records are complete

• Spot potential issues before they become headaches

Download it today and give yourself the head start you and your clients deserve.

Download checklist →

Choose the right speed for your Auto Payments

Following last year's pricing update, you now have more control over how quickly payments are automatically collected from each business client. Choose the payment speed that best balances faster cash flow and processing costs, all within Forwardly.

Take a moment to review your Auto Payment settings to ensure each client is set up to help you get paid sooner with less manual follow-up.

Learn how to update Auto Payment speeds →

Live webinar: Are your vendor and client relationships strong enough to handle change?

Next week, Forwardly and Method are going live to show how businesses can:

• Build stronger vendor relationships with reliable, on-time payments

• Create custom systems that deepen customer trust and loyalty

• See real-life examples of connected workflows in action

• Ask questions during a live Q&A and enter to win a gift card

Register now →

Save your spot to watch live or get a copy of the recording afterward.

Share Forwardly: Get rewarded.

Know someone who could benefit from faster, smarter payments? Join the Forwardly Partner Program and earn rewards for referring businesses and firms to the platform.

It’s an easy way to help your network modernize their AP and AR while adding a new revenue stream for your firm. →

Monthly insights, right into your inbox