Do You Want Your Tax Practice to Be More Enjoyable, Efficient, AND Profitable... Without Feeling Exhausted, Burnt Out, or Frustrated with Pieced-Together Systems that Just Don’t Work?
You Have The Tools...NOW You Just Need The Directions
Discover the Step-By-Step Framework to set up your Tax Practice workflows in TaxDome without the headache of trial and error or having to figure out the most efficient and effective way to set up this system.
> This PROVEN AND REPEATABLE Framework has been used by over 100 Tax Pros in 2021 to set up their TaxDome system with ease.
> Scale without working more - This program is based on the operations system that has allowed co-founder Jessica to manage 300 returns as a solo practitioner, WORKING JUST 30 HOURS A WEEK as a new mom during the tax season.
> Create your dream life - Implementing thoughtful, cloud-based systems and workflows using TaxDome, has allowed co-founder Jessica to take her practice with her as her family RELOCATED TO THEIR DREAM TOWN across the country without concern for being able to service her clients.
> Setting up your TaxDome tool doesn't have to be a frustrating and time-consuming process. Let us guide you through pulling your workflows out of your head and transforming them for CLIENT-FOCUSED, AUTOMATED, and OPTIMIZED workflows that actually work.
CHECK OUT WHAT OUR CLIENTS ARE SAYING!
Hey Tax Pro,
Are you trying to Automate to get more freedom in your life?
You’re tired…
Tired of working 7 days a week.
Tired of missing dinner with your kiddos again.
Tired of the constant stress on your relationships from long hours of work.
Tired of a mountain of client emails waiting for your response every day.
Tired of too many tools and systems that feel clunky and inefficient.
You feel like you never get a break…
You keep going because your clients need you and your services.
And you’re determined to find a SOLUTION.
You know it can be better with the right tools and automated workflows that you keep hearing so much about, but you have no clue how to get started or how to set it up.
Maybe you have never heard of TaxDome, maybe your Tax Pro Bestie has taken the leap to TaxDome or maybe you even have TaxDome and have been dabbling in it using some of its tools - but this tool, when setup properly, is your automation answer.
But where do you start and how do you make this magic happen?
Well, that’s exactly what I’m here to show you today.
And this is exactly what we have taught over 100 clients to do, Tax Pros JUST LIKE YOU!
They come to us uncertain how to get their processes out of their head, they have been doing it for so long from muscle memory.
Just like you, they started their practice and got to work serving clients.
No one ever told them how to create workflows or systems that are efficient, let alone how to automate.
Now they find themselves with 100, 200, 300 or more clients and working 60-70 hour weeks just barely keeping up - ouch!
Our clients come to us as they have realized that this isn’t sustainable and they face a choice - change or burn it all down and walk away.
We know you don’t want to walk away.
You created this business to create freedom and the idea of “working” for someone else is not your dream.
We realized that when we give our clients the exact steps, templates, and guidance on creating automated workflows in TaxDome we helped them fall in love with their businesses again and work less so they can START LIVING LIFE AGAIN.
We made it easy for them to start streamlining and working more efficiently.
We made it easy to create a stellar client experience.
We made it easy to communicate consistently with their clients.
With this simple system, they were able to understand and set up their TaxDome tool.
And with that, they are actually looking forward to tax season and have discovered they can begin living a life of flexibility and freedom, just like they wanted all along.
They did all of this with our simple 4-week program that empowers them to understand how to pull their processes out of their heads, optimize it for automation, set up the system in an efficient and effective and ensure that it works exactly like they want it to.
Take our client Bette - she decided to join our program after she made the decision to add TaxDome to her practice. and attended one of our workshops to learn how to move from her paper practice to one that allowed a more flexible remote life.
She leaped in and followed our step-by-step framework and learned how to transform her paper and manual systems into automated and cloud-based workflows that have her feeling more efficient and streamlined.
The best part is she is confident in her use of TaxDome now!
Simply put, Workflows For Tax Pros will transform your business using TaxDome and make it EASY to automate!
We teach our clients how to pull their processes out of their heads and teach them our step-by-step transformation of their process into a workflow that is ideal for automating.
We hand you the framework and we teach you the steps.
Our clients regularly go from burnt out to streamlined and automated in 4 weeks.
We know you can too!
Cheers!
Jamie & Jessica
Overwhelm and frustration when setting up your automated systems are about to become a thing of the past!
You’re tired of working 7 days a week, missing dinner with your kiddos again, the constant stress on your relationships from long hours, a mountain of client emails waiting for your response everyday, and too many systems that feel clunky and inefficient that you feel like you never get a break...
You know it can be better with the right tools and automated workflows but you have no idea how to get started.
Let’s change that for good, together.
In Workflows for Tax Pros we believe that all practice owners should have automated systems that give them back time for living life even during busy season.
In this membership you will receive:
1. The exact steps to for how to create Streamlined and Automated workflows for client work without the headache of figuring it out through trial and error
2. How to increase your client communications with no effort from you or your team and give your clients the communication they are craving using our easy to adopt Templates and Communications Plan
3. How to use automation to decrease stress on you and your staff by reducing the number of tools manage client work and manual work, we make this easy with example Pipelines that are automated for success
4. How to reduce your incoming client communications to you so you can just focus on getting the client work done
5. Reduce your need to admin staff to help “keep tabs” on your client work and increase your profit
6. Live Workshops that will support you in your fast set up of your TaxDome and help you automate successfully from the start
It all starts with thoughtful and thorough use of Automated Systems using tools that transform.
This will be the last training course you will need to create the automated tax practice of your dreams.
Workflows for Tax Pros Membership gathers Tax Pros looking to achieve automated, cloud based Practices into one community of support and to make it happen fast.
Ellen M., Idaho
"Before our work together I was scattered, my pipelines in TaxDome were bare minimum and I didn't really understand that manually moving things was counterproductive to 'automation'.
Now though, it is much easier to track my clients and where they are using your system. And it isn't just my tax clients, it includes my bookkeeping clients.
Can you say G A M E C H A N G E R!"
How does this all work?
The Gold Standard System - Step by Step Method
You will go from trial and error setup and learning while you go, to setting up your automated workflows and pipelines for success from the start. You will get our at your pace online course - TaxDome for Tax Pros, with step by step guidance and proven workflows.
No more “sort of” using the TaxDome system, you will learn from start to finish the exact steps to pull all those processes out of your head and create streamlined, automated workflows.
You will find your hunch that TaxDome is so much more than a client portal was 100% correct!
Templates to Inspire
No more deer-in-the-headlights reactions when you open up your TaxDome system when you start to automate. We will provide you template pipelines, emails, messages, and tools that will help you find exciting new and more efficient ways of doing your client work and automating it wherever possible.
Live 3 day workshops offered monthly
Hate learning by courses? Come and join us live as our team will guide you through learning the TaxDome tools and how to create your Automated Pipelines from start to finish all while being supported by a TaxDome and Industry Experts. We will help you create practice operations that will transform your life and business.
(*monthly through 2021 only, then four times a year)
Weekly Live Calls and Trainings
Each week our team of experts and coaches will be available live to support you and your team in all things automation in TaxDome. Bring your questions and we will help you find an answer live.
Accountability through Challenges to keep you on Track to success
As you complete the milestones of our programs we will celebrate you along the way with prizes and community shout outs to keep your momentum going.
What is a Fractional COO?
Chief Operations Officers (COO's) are an executive role in organizations that are responsible for the execution of your vision as the business owner.
We will be your "Change Champions" and help you to bring efficient and automated workflows into your practice.
You will rest easy having us in your corner to help you execute on your greatest dream and get you to a life and business of your dreams.
So how did this all come to be?
One fateful day Jessica responded to a friendly market research post from Jamie in a Facebook group of 35k entrepreneurs.
In a warm and friendly conversation of babies, business, and our dreams they parted fast friends.
Fast forward a few months, Jessica found a new tool - TaxDome and set it up for her business. Others started asking her about her setup and she started sharing.
After many inquiries during tax season about how she set up her workflow, she knew the person she needed to talk to.
As the universe will do these two were rejoined in January 2021 when Jamie invited Jessica to join her in a room on Clubhouse.
Jessica threw out a crazy idea - what if Jamie learned about TaxDome and helped others set up automation like Jessica's system.
The Workflows For Tax Pros brand was born and since that fateful moment, we have been positively impacting tax professionals across the US and Canada.
Jamie Gruol, MBA
is a mom of two who lives in Bend, Oregon with her husband. She brings you over a decade as a software implementation project manager and an undergrad degree in accounting with an MBA. She has the systems mind to transform your current processes into automated systems and utilizing Project Management processes has helped to break down the processes in easy to consume chunks that make your TaxDome setup a breeze. She was introduced to TaxDome by a fellow momma - Jessica and together they have created a practice transforming system for automating your practice
Jessica Smith, EA
Jessica is a mom of 3 that lives in Boise, Idaho with her husband. She has been utilizing TaxDome in her practice for over a year. She has created and tested the TaxDome templates and processes taught in this course, using her firm as the guinea pig. These new processes have resulted in her most successful year as a CEO working less than 30 hours a week (even during busy season) and servicing over 300 client tax returns with ease. This year Jessica broke her goal of six figures with just one part time assistant, easily achieving her goal of working less and making more through Automation with TaxDome. Not only are her clients raving about their experience, more importantly Jessica is loving her business again.
When you join Workflows for Tax Pros you will receive access to the following:
(Click the + for more details.)
TaxDome For Tax Pros - 7 Module Course
Template Pipelines, Emails & More
Live TaxDome For Tax Pros Workshop
Private Facebook Community for Support
Bi-Weekly Live Trainings and Q&A Sessions
Tools and Templates For Operations
It's time to automate with ease just like our past clients!
Jennifer G., Florida
“I LOVE the TaxDome for Tax Pros workshop. Jamie G is amazing and Jessica is also a big help in getting my head wrapped around my processes and then helping to convert to real life. Having a partner/helper has been a game changer. It's helped give me confidence and hope, that my seat of the pants previous method of getting stuff done (or missing things too often) is a thing of the past!”
Russell B., California
“In the beginning with TaxDome it was challenging to start with a blank slate. I could see lots of great functionality but was spinning my wheels. TaxDome provides a lot of great tutorial videos on the YouTube Channel that are great for figuring out one specific aspect of TaxDome but don't help much when you are trying to pull al the pieces together and figure out how to structure things. That is where the Workshop came in for me, and at the end I had a working Pipeline.”
Introducing Workflows For Tax Pros
A membership for burnout tax practitioners who are ready to say goodbye to the headache of creating automated systems that scale
Our Membership is right for you if:
01 - You’re open to new and innovative ways of doing your work and refuse to have another tax season like last year
02 - You’re ready to say goodbye to the frustration of too many systems and no good way of tracking client statuses
03 - You are done with clients having no boundaries and contacting or delivering documents to you from all the channels - phone, text, email, and even Facebook Messenger
04 - You want to stop sending emails client by client, because that’s a pain in the butt!
05 - You’re done with just hiring more people and burning cash up with inefficient systems that don’t serve you, your business or your clients
This is not for you if:
01 - You won’t commit time to creating your dream of an automated practice of at least 4 hours per week
02 - You’re problem-oriented, not solution-oriented
03 - You’re client experience isn’t your number one priority
04 - You are looking for the magic pill to getting rid of your inefficiency pains in your practice
05 - You are looking for support on Practice Management Tools other than TaxDome
