TaxDome for the Tax Season Masterclass
If you are a newer user of TaxDome and looking to improve your game, we have just what you need this Tax Season.
We are offering a Special TaxDome for the Tax Season Masterclass that will help you learn how to create a simple pipeline to stay organized and efficient this tax season.
Join us Thursday, February 15 at 2:00 PM Eastern
In this masterclass, you will learn:
✅ Quickly track and manage your clients with outstanding Engagement Letters, Invoices, and Organizers so you know who to take action on or follow up with. We will show you how you can use simple pipelines to track all your clients.
✅ Rest easy at night, knowing your client's returns are progressing as expected. No more surprise communications from clients that they completed their requested items weeks ago with no word from you.
✅ How to ensure your clients pay their final invoice before you file their returns so you don't spend your precious time following up on payments.
We're Jamie & Jessica
Jamie Gruol, MBA, and Jessica Smith, EA, are the original TaxDome Experts and Workflow Strategists who have helped 600+ practices implement TaxDome automated workflows over the last 2 years. We have seen it all, and as Fractional COOs to our clients, we have helped them to transition from inefficient, piecemealed systems to streamlined, automated operations that have them increasing their profit and time freedom.