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 free guide, we will create an automated New Lead Pipeline In TaxDome so that:

• You never lose a lead again due to a 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 free guide.  

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 free guide is for you!

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

Let us guide you on 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 investment of just 1-2 hours will show you a new vision of what is possible with TaxDome as your Client Management System. 

In this free guide, 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 with 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. 

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...