WORKFLOWS FOR TAX PROS
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Resources to build a profitable, peaceful tax practice that you can scale without creating more stress!
By Jamie Gruol
Running a tax or accounting practice can be overwhelming and stressful, especially during the busy season. Tax professionals often face challenges such as an overflowing inbox, tedious paperwork, and cash flow problems due to late payments from clients. But what if there was...
In today's digital age, client communication has never been more important for Tax Professionals. However, with so many communication channels available, it can be tough to find a secure way to share sensitive information with clients.
That's where TaxDome comes in.
In this article,...
As a busy Tax Professional, the last thing you want to spend your valuable time doing is chasing down your clients. Whether you’re missing important documents from them, they haven’t paid an invoice, or they still need to sign their tax return, you could spend endless amounts of time...
There are few things worse than having a tax practice that is all over the place. Clunky and inefficient systems are the bane of most Tax Pros, but that doesn’t mean you should have to settle for less. It can be as simple as using automated status update emails to start making your practice...
One of the most important aspects of running a successful tax practice or other financial services business is having excellent communication with your clients. As Nat Turner once said, “Good communication is the bridge between confusion and clarity”. When talking to your clients...
Managing cash flow can be one of the biggest challenges that tax professionals face in their business. In fact, a recent study from Intuit found that 61% of small business owners struggle with cash flow. Yikes! While there are many strategies out there for maintaining a healthy flow of money in...
Let’s take a look at the first three things you need to do to start to automate your firm!
Tax pros right now are feeling the heat from last tax season; it was full of broken systems (or no system at all) and the manual entry of so much data threw a wrench into any sort of system...
If you’re like me, the overwhelm and uncertainty of how to move forward stops you in your tracks, so I’m here to give you some ideas on how to move forward towards your goals to stop procrastinating and start automating.
While I’m not a tax expert, I am a systems expert...
