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TX Founders Survey — Results

What Tax Professionals Really Want in the Age of Transformation.

Thank you for weighing in. Below are the questions we asked and the aggregated responses—so you can see how your answers compare with everyone else’s.

Method at a glance: single‑response and ranked questions; responses de‑duplicated; free‑text grouped by common themes.

 

Why This Matters

Your input directly shapes TX Academy – Core: Strategy Foundation and early TX Community topics.

 

Key Signals:

  • Clarity beats content. Most people want structured guidance (frameworks, models, playbooks) over more tools.
  • AI = capability, not hype. Interest is high, but practical “how to make it work in tax” is the gap.
  • Influence matters. Language and artifacts that win executive buy‑in are as valuable as technical skills.

 

Q1. Which statement below best describes your current role in tax, tech, and transformation?

Top responses

  • I support tax transformation as a technologist or project lead — 43%
  • I'm exploring how to be more strategic in a changing landscape — 29%
  • I'm in a tax leadership role and directly involved in transformation — 14%
  • Others — 14%

What this says:

Most respondents see themselves as supporters or explorers of transformation, with fewer in direct leadership roles — showing that capability building is still emerging, and many are positioning themselves for influence rather than owning it yet.

 

Q2. Does this statement resonate with you? "I want to lead digital transformation in tax without feeling like it's just a tech upgrade."

Top responses

  • Strongly agree — 100%
  • Somewhat agree — 0%
  • Not really — 0%
  • Do not agree — 0%

What this says:

Unanimous agreement shows a powerful appetite for leadership beyond tools — a clear opening to reframe transformation as strategy, not just technology.

 

Q3 / Q4. Ranked priorities (1st = 2 pts, 2nd = 1 pt)

Question: Which topic below would be your FIRST/SECOND choice for a brand-new training course?

Options & scores

  1. How to build a taxtech and transformation strategy that works — 38%
  2. How to become a strategic voice in transformation projects — 29%
  3. How to future-proof your career in a digital tax environment — 24%
  4. How to stop chasing tools and start leading with clarity — 10%

What this says:

Respondents are signaling that structured guidance (frameworks, models, AI “done right”) outranks “nice‑to‑have” items like general networking. We’ll reflect that in the Academy syllabus and early Community sessions.

 

Q5. In 50 words or less, what's the biggest challenge you're facing in tax and transformation right now?

Top responses (themes from free‑text):

  • Theme 1: Organizational Readiness — 8 points
  • Theme 2: Overload & Prioritization — 7 points
  • Theme 3: ERP/AI/Tech Complexity — 5 points
  • Theme 4: People & Change Management — 4 points
  • Theme 5: Integration Across the Business — 2 points

What this says: 

Most common pain point: organizational readiness and prioritization (lack of budget, buy-in, and alignment). Other challenges are more fragmented but still point to a consistent story: complexity, change, and isolation. Together, they paint a picture of tax professionals who are carrying responsibility but lack the structures, community, and organizational backing to succeed.

 

What We're Doing With This

 

The TX Academy – Core: Strategy Foundation will prioritize:

    1. Frameworks & models you can use immediately,
    2. AI‑enabled “how” for tax (not prompts—capability),
    3. Language & influence artifacts (decks, scripts, ROI framing).

The TX Community will:

    • Launch with live clinics on your top two priorities,
    • Create a starter playbook based on the clinics,
    • Make it availability in a shared library as a reusable asset by the end of the first cohort (training) challenge.

Every step will be guided by the Seven TX Laws, so you’re not just learning in isolation but building on the only shared framework of its kind.

 

What's Next

  • Founders get first access as new modules land.
  • We’ll publish a lightweight update as scores evolve (e.g., after each new cohort).
  • Want to go deeper? Join the TX Community and add your context—we’ll fold it into the roadmap.

 

Thanks again

This is a community built with you, not just for you. Your answers are already shaping where we go first.

 

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