WORKFLOWS FOR TAX PROS
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Resources to build a profitable, peaceful tax practice that you can scale without creating more stress!
The landscape of tax software is constantly evolving, and tax professionals are always seeking the best solutions to streamline their processes. Two of the most well-known tax platforms available today are TaxDome and Canopy Tax.
When deciding which tax platform to use, the most common question...
If you could automate most things in life, we bet you would.
After all, history is full of turning manual operations into automated ones. For example, hand-washing laundry became washing machines, and manual cars have turned into automatic ones. So, if you haven’t automated your tax...
Do you spend more time onboarding tax prep clients manually, performing the same processes repeatedly, than turning new leads into clients to grow your business?
Or maybe you’re already trying to solve these issues by using TaxDome, but you feel you aren’t making the most out of the...
Co-Authored by Jamie Gruol, MBA, and Jessica Smith, EA 7 Min
Running a successful tax, accounting, or bookkeeping practice is more than just crunching the numbers. It...
Jamie Gruol, MBA ...
Jamie Gruol, MBA ...
Jamie Gruol, MBA ...
Jamie Gruol, MBA ...
Co-Authored By: Jessica Smith, EA and Jamie Gruol, MBA
As an Enrolled Agent or Certified Public Accountant (CPA), you understand the challenges that come with the client off-boarding process. The manual and time-consuming tasks, lack of standardization, communication gaps, managing client...
By Jamie Gruol, MBA & TaxDome Expert
Feeling like TaxDome is out to get you? Don't give up just yet! Automating with TaxDome can save you time, reduce errors, and improve your client experience. But beware! But like any tool, you need to know how to use it correctly to reap its...
By Jamie Gruol, MBA & Automation Expert
If you're a tax professional or accountant wanting to grow your practice, relying on traditional methods like paper-based processes and manual workflows is not only frustrating, but it can also restrict your future growth. In this article,...
By Jamie Gruol, MBA & TaxDome Expert
Are you tired of spending countless hours managing your client documents? Do you find it challenging to keep track of who needs what, send reminders, and organize everything? Look no further than TaxDome, the all-in-one platform for tax, bookkeeping, and...
