In this Workflow episode, Jamie Gruol provides a comprehensive training on setting up automated pipelines using Taxdome to prepare for tax season. Jamie shares three critical steps for small tax practices to optimize efficiency and achieve a streamlined, stress-free operation. With a proven track record of helping nearly a thousand practices, Jamie explains the importance of having a clear vision, preparing your systems and team, and ensuring client readiness.
This training is packed with valuable insights and practical advice for improving your practice management and reclaiming valuable time. Don't miss out on these essential tips to make your upcoming tax season a success!
00:42 Importance of Automation in Tax Practices
03:24 Preparing for Tax Season: Key Steps
04:50 Creating a Vision for Your Business
12:23 Implementing Automation with TaxDome
20:01 Building and Testing Your Pipelines
25:22 Training Your Team and Clients
33:08 Conclusion and Invitation to Join Workflows for Tax Pros
🚀 Ready to leap into a more efficient and profitable practice? Join us at W4TP and let's make your dream practice a reality.
www.workflowsfortaxpros.com/program
👉🏻 What is TaxDome & how can it automate your business?
TaxDome is a management platform for accounting and tax businesses. It streamlines client management, document handling, workflow automation, communication, billing, and tax preparation.
Features include client portals, e-signatures, invoicing, and analytics. It centralizes tasks, enhances collaboration, and boosts efficiency for accounting professionals.
Want to take your tax practice to the next level of automation and efficiency? Join the Workflows for Tax Pros program and gain access to expert guidance and support in leveraging and optimizing TaxDome.
So don't miss out on this opportunity to streamline your client offboarding process! If you found this video helpful, don't forget to like, comment, and subscribe for more content. Thanks for watching, and until next time, keep automating!
✅ Links to Resources Mentioned in this video:
👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!
www.workflowsfortaxpros.com/joinfbgroup
👉🏻 3 Months of Free TaxDome! - Use our exclusive Partner link to get your free trial started today, and when you fall in love with what TaxDome can do for you - you will get 3 free months of TaxDome added to annual subscription.
www.workflowsfortaxpros.com/taxdome
___________
👇🏻 Learn more about us:
Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!
My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.
We created this channel to show how a thoughtful client experience mixed with the magic of automation can result in you working less on the meaningless stuff in your practice and start enjoying your family and life again! (Isn't that why you started your business in the first place? )