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Workflows for Tax Pros Facebook Group
Join our community of 4,000+ Tax Pros to learn more about automation and workflows.
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We're here for you!
Workflows for Tax Pros is dedicated to transforming the lives of Tax Pros with simple, repeatable workflows that scale.
We're here to tell you that it's 100% possible to streamline your practice so you can build the business and life you're dreaming of.
You need a clear, simple process for pulling your workflows out of your head and into an efficient, repeatable pipeline.
Our Mission
To help tax professionals like you have more enjoyable, efficient, and PROFITABLE practice.
Because what’s the point of having a business if you can’t enjoy it?
JESSICA USES TAXDOME AUTOMATION
To unlock her dream life
WorkFlows for TaxPros was founded in 2021 by tax-pert, Jessica Smith, and systems implementation specialist, Jamie Gruol.
As an Enrolled Agent struggling to manage a growing list of clients, Jessica turned to TaxDome to automate her client management processes.
After designing workflows that gave her the time, freedom, and flexibility to create her dream life, Jessica reached a six-figure income working just 30 hours a week - during tax season!
Other tax pros took notice - and WorkFlows for Tax Pros was born.
FAST FRIENDS
Becoming Business Partners
One fateful day, Jessica responded to a friendly market research post from Jamie, a workflow organizational expert, in a Facebook group of 35k entrepreneurs.
Through a conversation about babies, business, and dreams, Jessica and Jamie parted fast friends.
Jessica was intrigued by Jamie's expertise in workflow and systems setup and threw out a crazy idea - what if Jamie learned about TaxDome and helped others setup their own automated workflows alongside her?
The Workflows For Tax Pros partnership was born, and since that fateful moment, they have been positively impacting tax professionals across the US and Canada.
Jessica & Jamie offer everything you need
TO CREATE A LEAN MEAN TAX MACHINE
JESSICA SMITH, EA
Enrolled Agent
Jessica is an Enrolled Agent who has been using TaxDome in her practice for over a year.
Thanks to her automated practice, she has reached her goal of making six-figures working just 30 hours a week!
Jessica lives in Boise, Idaho with her husband and 3 children.
JAMIE GRUOL, MBA
Workflow Expert
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.
Jamie lives in Bend, Oregon with her husband and two children.
