Creating automated pipelines will transform your practice from long hard hours, grinding to create your vision of freedom to working efficiently with leaning into the power of Automation. 

Together in this Masterclass we will create an automated New Lead Pipeline In TaxDome so that:

• You never lose a lead again due to lack of follow up. 

• You will WOW your prospective client from the start. 

• You will spend less time managing your leads, so you have more time performing income producing activities. 

• Automate the process so that the new lead can raise their hand to work with you without any effort. 

We will give you the templates, the emails, the organizers and show you how to set them up step-by-step. This is what over 300 tax pros have come to love about our program Workflows for Tax Pros and we are going to be giving it to you in this masterclass.  

We want to show you how simple it can be to automate your practice!

Want to grow your practice with more of ideal clients to hit six figures as a solo practitioner?

Or maybe you have a team and are looking to create more efficiency to quickly scale to new levels in your practice.

Either way this masterclass is for you!

You will walk away with your Automated New Lead Pipeline setup and ready to receive new leads!

Let us guide you to how to grow your practice with ideal clients, you know the ones that actually deliver documentation to you, by teaching them how they will work with you from the very first interaction. 

"But I don't have time to automate, we are too busy delivering to our current clients!"

We are confident that your 90 minute investment will show you a new vision into what is possible with TaxDome as your Client Management System. 

In this masterclass we will cover:

• How templates in TaxDome will transform your client experience and ensure that you know how to create them. 
• Instruction on why all automation starts at client experience.
• The exact steps to setup your pipeline for automation that will have you saving hours with each new lead.
• The best practice to automating the creation of a new client account in TaxDome for simple self service by your prospective client.
• Why testing of your automated pipelines is critical and how to complete it. 

LIVE MASTERCLASS DETAILS: 

WHEN: The live masterclass will be held on Thursday, July 14 at 12:00 pm Pacific. If you can't make a it live a replay will be provided and available to you for 7 days. 

WHERE: In a private Zoom room. The link will be emailed to you prior to the masterclass. 

SPACE IS LIMITED: We will be capping this masterclass at 100 people when live so be sure to show up early. 

WHO IT'S FOR: Any Tax Professional, Bookkeeper, Accountant who is using or considering using TaxDome in their practice to automate for more profit and peace. (If you don't have TaxDome yet you can still sign up - we will provide details in our welcome email on how you can get a free 2 week trial and see how to use this tool to its fullest potential during this masterclass.)

Hi! We are Jamie and Jessica!

We are Fractional COOs that specialize in TaxDome and we are here to help you create the profitable and peaceful practice of your dreams!

Anyone that has taken joined our program will tell you we help simplify the process of automating your practice with the online tool that is taking the accounting industry by storm - TaxDome. 

But Automation is not easy otherwise everyone would be automated, have raving clients, and we all would be working from the beach a whole lot more.

We have made it our mission to help you and the accounting industry to find more life balance and freedom. 

A bit from our clients...

What if I have been using TaxDome for a while? Or what if I want a training that is more in depth about TaxDome?  

Glad you asked! Here is what this Masterclass will NOT cover: 

• Any setup of the TaxDome system
• Resolving tech issues
• Client migration of data or documentation
• Conditional logic or advanced features of TaxDome
• How to get clients or market your services
• Technical support on tools other than TaxDome
• Customization of workflows or templates provided
• Updates to instructions after the live masterclass

 If you are looking for a more in-depth training, including a variety of template pipelines including client communications, advanced instruction on how to master TaxDome, expert support, and a community - even if you are a beginner - this course is a better fit for you. 

If you have questions about this masterclass offering email us at [email protected] and we will get right back to you.