Automating Your Practice Workflows

Can Save You 5-Days a Month and Increase Your Profit By Up To $50k This Year Without Hiring!

 Sign up today to learn how hundreds of practices have:


⚙️Increased their profits
⚙️Improved customer satisfaction
⚙️Scaled their practices

 

It's time for you to work smarter and not harder and start automating your workflows!

Get Instant Access To The Training

During this webinar...

You’ll learn strategies and insights that you can implement in your practice today! 

  • Identify if your practice would benefit from automation - we’ll look at a few determining factors to see which automation tools are a right fit for your tax practice. 

  • Enhance client experience - discover how you can use automation to personalize and automate communications, and send client updates and instructions so they don’t miss crucial deadlines. So you can have less headaches and fewer things on your to-do-list. 

  • Achieve work-life balance (finally) - learn how using automation tools can help you free up time so you can focus less on work and more on you. 

  • Discover the benefits of standardizing your processes - remove the chaos from your practice and stop burning yourself out. Learn how to standardize your processes so you can deliver your services to each client in the most efficient and optimal way.

  • AND as bonus you’ll also get a demonstration of TaxDome so you can see these powerful automation tools in action!


Transform your operation from manual to automated so you can scale your business WITHOUT feeling overwhelmed, burnt out, and exhausted.

Get Instant Access To The Training

We're Jamie & Jessica

Hi, I’m Jamie! 

Co-founder of Workflows for Tax Pros. I’m an expert in designing workflows that help people to work smarter, not harder.

Hi, I’m Jessica! 

Co-founder of Workflows for Tax Pros and an Enrolled Agent who has been using TaxDome in my practice for over four years.

Both of us are dedicated to transforming the lives of Tax Pros and Accountants with simple, repeatable workflows that scale. It's 100% possible to streamline your practice so you can build the business and life you're dreaming of. You just need a clear, simple process for pulling your workflows out of your head and into an efficient, repeatable pipeline.