TaxBandits at AICPA Engage 2026: Key Highlights and Takeaways


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Insightful conversations, exciting seminars, new connections, and warm reunions, all surrounding and celebrating the accounting and finance industries. That’s what the TaxBandits team and other attendees of AICPA Engage 2026 experienced the moment they walked in.

From June 8-11, we loved every day of the conference and came back with valuable insights, feedback, and ideas — which we can’t wait to share with you. 

What is AICPA Engage? 

But first… What makes AICPA Engage one of the hottest accounting and finance industry events of the year?

AICPA Engage is an annual conference designed to connect thousands of finance and accounting professionals from across the country. With nine specialized learning tracks, attendees can deepen their expertise while exploring trends and ideas across the industry.

Our All-Time Favorite: Connecting With You

As always, the best part of any conference is you. From deep conversations to quick hellos, every connection was special to us and reinforced why we love what we do. 

Reconnecting with our Protection Plus partners, continuing conversations from previous events, and catching up with long-time clients were equally rewarding.

If you stopped by our booth, thank you! We hope you enjoyed the conversations, live demos, and, of course, the cool TaxBandits swag.

Feedback That Shapes the Future

Your feedback continues to guide how we improve TaxBandits, and we appreciate everyone who shared their thoughts with us. Whether it was through live demos or chats, we loved learning more about what you’re loving and where we can continue improving. 

Staff management capabilities and broad compliance ecosystems came up frequently in conversations, and we were happy to discuss our team management and workflow connection solutions, including integrations

Our free W-9 Manager was also a key area of interest for those looking to simplify W-9s.

Every feature, solution, or form is designed with our users in mind. Your feedback helps shape the future of TaxBandits and allows us to better support your end-to-end compliance needs.

New Booth Debut

Our booth had a glow-up this year, and we were thrilled to debut it at AICPA Engage. With more space for conversations, live demonstrations, and exploring our solutions, it created a more comfortable experience for attendees and our team alike.

Our Team’s Highlights

The opportunity to spend long days collaborating, exploring new ideas, and creating lasting memories together is always valuable for our team. However, each team member also has a personal highlight which we love to see.

When asked about their favorite moments, here’s what our team had to say: 

“My favorite part of the AICPA Engage Conference is meeting our clients in person! After countless emails and calls, being able to connect with them directly and hear their challenges, their wins, and their goals. This is a reminder of exactly why we do what we do!” – Josh

“The best part of AICPA Engage & Expo is the people, seeing clients in person, reconnecting with friends and partners, and building new relationships. It’s also invaluable to learn about the latest tools and resources shaping our industry.”- Mark

From left to right: TaxBandits Business Development Specialist, Mark and Business Development team member Josh.

Until Next Time

While leaving AICPA Engage 2026 was bittersweet, we came home energized by the conversations, feedback, and connections that made this year’s event so memorable.

Next up, we’re looking forward to continuing the conversation at the IRS Tax Forum in Chicago. Until then, we’ll keep using what we learned at AICPA Engage to better support your end-to-end compliance needs.

Ready to see TaxBandits in action? Create your free account today.


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