You're one step from a practice that runs without you.

Workflows for Tax Pros is the 12-month coaching and implementation program for small tax and accounting practices on TaxDome. You're enrolling in the same program that has guided over 1,200 practices from carrying everything to trusting the system.

What happens after you enroll:

The moment your order goes through, you'll get an email with access to the member portal, and the community. You'll fill out a short onboarding form and schedule your 1:1 automation session, where we install all three pipelines into your TaxDome account. Then you will dig into phase 1 of our curriculum creating the solid foundation for your small practice operations powered

by TaxDome.

What you'll get 12 months of access to:

Three pre-built signature pipelines, New Lead Management and Onboarding, Tax Preparation, and Recurring Bookkeeping, installed in your 20-minute 1:1 Automation Session

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

Weekly live coaching every Thursday at noon Eastern with our team of experts

Unlimited on-demand pipeline reviews, expert feedback within 24 business hours

Private community with team support Monday through Friday

Quarterly Operations Hours with Jessica Smith, EA

Full library of 20+ additional pipeline templates

Our guarantee:

You have 7 days to look around. Go through the foundation lessons, sit in on a Thursday office hours session, see the community in action. If it's not the right fit, email hello@workflowsfortaxpros.com within 7 days and we'll refund you in full. No hoops, no hard feelings

Questions before you complete

your order? Email hello@workflowsfortaxpros.com and we'll answer within one business day.

Contact information
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.


Your Information

Billing address

Choose a pricing option

  • Preferred option
    One-time payment ($3997.00)$3997.00
  • Preferred option
    8 Payments ($567.00/mnth)8x $567.00

Payment information

You will not be charged for this purchase, but if you choose to make an optional purchase later, this card info will be used to complete that transaction!

Processing...

  • Total payment
  • 1xWorkflows for Tax Pros - W4TP$0
    -+

All prices in USD

**DO NOT DELETE THE "CUSTOM HTML" BLOCK BELOW** (This warning is only visible in the editor mode)