WORKFLOWS FOR TAX PROS

The landscape of tax software is constantly evolving, and tax professionals are always seeking the best solutions to streamline their processes. Two of the most well-known tax platforms available today are TaxDome and Canopy Tax.

When deciding which tax platform to use, the most common question mos...

If you could automate most things in life, we bet you would.

After all, history is full of turning manual operations into automated ones. For example, hand-washing laundry became washing machines, and manual cars have turned into automatic ones. So, if you haven’t automated your tax engagement lett...

Do you spend more time onboarding tax prep clients manually, performing the same processes repeatedly, than turning new leads into clients to grow your business?

Or maybe you’re already trying to solve these issues by using TaxDome, but you feel you aren’t making the most out of the product? You un...

Co-Authored by Jamie Gruol, MBA, and Jessica Smith, EA                                     🕓7 Min

Running a successful tax, accounting, or bookkeeping practice is more than just crunching the numbers. It requires a deeper understanding of the intricate financial dynamics that drive a business forwa...

Jamie Gruol, MBA                                                                                                                 🕓5 Min

If you were to add up all of the time that you spend manually sending your client engagement letters, what would that number look like? 10 hours? 20? 30? If you’re...

Jamie Gruol, MBA                                                                                                                 🕓5 Min

In today's fast-paced world, efficiency is the key to success in ANY business. For tax professionals, that means properly streamlining their tax preparation, bookk...

Jamie Gruol, MBA                                                                                                                 🕓 6 Min

Are you tired of juggling multiple tools just to manage your bookkeeping practice? I feel you! As a bookkeeper, it can be a real headache trying to keep up with t...

Jamie Gruol, MBA                                                                                                                 🕓 8 Min

Are you tired of undervaluing your expertise and services because you lack the confidence to raise your prices? Well, you're not alone. Many Tax Professionals, Ac...

Co-Authored By: Jessica Smith, EA and Jamie Gruol, MBA

As an Enrolled Agent or Certified Public Accountant (CPA), you understand the challenges that come with the client off-boarding process. The manual and time-consuming tasks, lack of standardization, communication gaps, managing client expectati...

By Jamie Gruol, MBA & TaxDome Expert 

Feeling like TaxDome is out to get you? Don't give up just yet! Automating with TaxDome can save you time, reduce errors, and improve your client experience. But beware! But like any tool, you need to know how to use it correctly to reap its benefits. In this a...

By Jamie Gruol, MBA & Automation Expert 

If you're a tax professional or accountant wanting to grow your practice, relying on traditional methods like paper-based processes and manual workflows is not only frustrating, but it can also restrict your future growth. In this article, I’m going to discu...

By Jamie Gruol, MBA & TaxDome Expert

Are you tired of spending countless hours managing your client documents? Do you find it challenging to keep track of who needs what, send reminders, and organize everything? Look no further than TaxDome, the all-in-one platform for tax, bookkeeping, and account...