Unlock More Profit (and Time) In Your Small Practice!

Workflows for Tax Pros is the expert-guided, automation-ready system that helps you run your practice with more efficiency, ease, and freedom, powered by TaxDome.
This isn’t a course you have to figure out alone. 

It’s a 12-month, step-by-step group program with live support, proven templates, and personal guidance to help you automate smarter—and lead with confidence.

From Scrambling to Systematized

Your practice doesn’t have to feel like a never-ending game of catch-up. 


Right now, you might be… 

  • Manually chasing documents late at night 
  • Forgetting to follow up with leads who disappear 
  • Jumping from task to task with no breathing room 
  • Feeling like everything depends on you to keep moving 

But what if instead, you could… 
  • Start each day knowing clients are moving through the process automatically 
  • Onboard and follow up without lifting a finger 
  • Batch your client work on your schedule 
  • Take Fridays off and still hit your revenue goals 

This is what we help you build inside Workflows for Tax Pros. A practice that runs smoother, earns more, and finally gives you time back.

What you'll get 12 months of access to:

Step-by-Step W4TP Course: Learn how to build your first fully automated pipeline in 30 days, then expand at your own pace with clear, detailed training.

Weekly Live Support Sessions: Join our team of TaxDome and automation experts live every week to troubleshoot, plan, and optimize your practice together.

On-Demand Pipeline Reviews: Submit your workflows for personalized feedback to refine and streamline your operations faster.

3 Done-for-You Pipelines + Full Template Library: We’ll help you install and customize 3 essential automated pipelines - New Lead Onboarding, Tax Prep, and Recurring Bookkeeping - during your Automation Setup Session. And you’ll also get access to our full library of 20+ plug-and-play pipeline templates, so you can build out the rest of your systems with clarity and confidence.

Private Peer Community: Connect with like-minded tax pros, share wins, ask questions, and get real-time support inside our exclusive group.

What this means for you:

Increase client capacity without burning out

Create a consistent, professional client experience

Reclaim 10+ hours a week with smart systems

Scale your firm without over hiring

Finally take time off—with confidence that nothing will fall through the cracks

You don’t need another app. 

You need the right system—and support to get it working. 

We’ll show you exactly how to build it.

Join Workflows for Tax Pros Now!

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Testimonials
Tonya Yudizky
Unity Business Sense


These 2 are absolutely why I could handle the fact that I tripled my clients in 60 days this year. I never would have made it through without these ladies and all that they do!

Syd Highley
Daily Balance


I gotta tell you folks that I've learned SO MUCH from you and this has allowed me to successfully use TaxDome. This is a really fantastic system. I wish I had found you sooner. Thank to you all!


Jhoslin Muniz
JMuniz CPA LLC


Meeting the two of you has been life-changing for me and my business. 

I can't wait to see what else I will accomplish this year.


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