If you are a newer user of TaxDome and looking to improve your game, we have just what you need this Tax Season.
Quickly track and manage your clients with outstanding Engagement Letters, Invoices, and Organizers so you know who to take action on or follow up with. We will show you how you can use simple pipelines to track all your clients.
Rest easy at night, knowing your client's returns are progressing as expected. No more surprise communications from clients that they completed their requested items weeks ago with no word from you.
How to ensure your clients pay their final invoice before you file their returns so you don't spend your precious time following up on payments.
We are offering a Special TaxDome for the Tax Season Masterclass that will help you learn how to create a simple pipeline to stay organized and efficient this tax season.
You will learn how to:
Quickly track and manage your clients with outstanding Engagement Letters, Invoices, and Organizers so you know who to take action on or follow up with. We will show you how you can use simple pipelines to track all your clients. Rest easy at night, knowing your client's returns are progressing as expected. No more surprise communications from clients that they completed their requested items weeks ago with no word from you. How to ensure your clients pay their final invoice before you file their returns so you don't spend your precious time following up on payments.
Expert guidance on how to leverage TaxDome functionality that will help keep you organized and efficient this tax season.
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!
You will walk away with a better understanding of how to use TaxDome in your practice operations. Reduce your administrative effort this Tax Season and find yourself with more time for self care and time with your family. Become an empowered user of TaxDome and learn to love the tool and what it can do for you and your clients. Ensure your clients never fall in a crack and that you always ensure easy management of all your clients. Hey! We’re Jessica & Jamie!
We’re corporate gals turned automation experts and we’re passionate about helping tax professionals automate their practices for more profit and time freedom.
