Masterclass - New Reality of the Balance Due Client

Hey Tax Pro,

Have you noticed a significant increase in clients with unpaid taxes due to the IRS compared to previous years?

Did this leave you feeling frustrated and stressed as you scrambled to reassure your clients and smooth their ruffled feathers?

If you’re wondering if there's a more effective approach to addressing this challenging new situation, then PLEASE keep reading!

Tell us if this sounds familiar:

You feel helpless as your clients fearfully exclaim, "No! This can't be happening!"—desperately hoping that their balance due to the IRS was just a mistake.

You feel haunted by missed opportunities to help your clients save money on taxes due…but it was just too late to implement those strategies when drafting their returns.

By the end of tax season, you had a deep realization: there MUST be a better way to help your clients avoid this stressful situation next year.

We’re willing to bet that as you completed your clients’ returns, you saw MULTIPLE opportunities to help them save on taxes.

You probably even told them about these solutions… for FREE!

But did they listen? Probably not.

What your clients REALLY need is a meaningful commitment from both sides.

They need a thoughtful plan to execute throughout the year, combined with a scheduled review session with YOU…their trusted tax pro!

Together, you can save them from the harsh reality of facing another tax season with a balance due.

Expert guidance on how to effectively assist your clients with their balance due while creating a new revenue stream to boost your practice's profitability this year

Never-shared-before ideas on how to use TaxDome in your practice so that you can work smarter and implement valuable tips and tricks across various services

Everything you need to build an automated pipeline in TaxDome…complete with templates that do the work for you! These include emails, tasks, and MORE!

Exclusive access to the 90-minute masterclass AND lifetime replay!

We will provide you with a fully optimized TaxDome Automated pipeline that, once you add in the job, will “automagically” send out an invitation to your clients to work with you for a mid-year review.

They will be provided an invoice and engagement letter to complete the onboarding. Once that’s done, another invitation will be sent to schedule an appointment using your online schedule.

We will provide you with all the emails, automations, and details you need to build an efficient and effective pipeline in TaxDome.

All of this will allow you to help your clients avoid taxes due next year with a simple evaluation and action plan. You’ll also be able to increase your revenue and improve your client experience and expert status with your clients.

Stop stressing about how to tell your clients that they have a balance due to the IRS.

With our combined expertise and guidance, you can easily implement a fully functional and effective TaxDome pipeline that not only helps your clients but also brings more money into your practice!

You will receive the Masterclass + lifetime access to the replay + template pipeline with all the automation for just $197!

If you were to implement this workflow and invite your clients to be proactive and have a paid mid-year review, you could easily 10x (and likely 20x!) your investment in this Masterclass!

Jessica: After using TaxDome in her practice for over three years, Jessica is the genius behind the automation and pipeline that are included in this masterclass. Thanks to her automated practice, Jessica reached her goal to make six figures with just one part-time assistant and is living her dream life!

Jamie: Jamie is an expert in designing workflows that help people to work smarter, not harder. After working as a software implementation project manager for 10 years, Jamie used her talent for workflow management to co-found Workflows for Tax Pros and help Jessica bring automation to the masses.