Hey Tax Pro...

READY TO AUTOMATE?

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Simplifying

AUTOMATED TAX WORKFLOWS

We help tax pros automate workflows for a more profitable and peaceful practice. 

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Hey Tax Pro!

Do You Want Your Tax Practice to Be More Profitable and Peaceful... Without Feeling Exhausted, Burnt Out, or Frustrated with Pieced-Together Systems that Just Don’t Work?

Then it’s time to AUTOMATE with TaxDome, a client management system, in just 30 days, and we’re gonna show you exactly how!

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It's Time...

Time to transform your practice into the lean, mean, tax machine that you’ve been dreaming of.

You KNOW that using TaxDome to automate your systems will give you more time, freedom, and flexibility.

But it seems easier said than done, right?

Not anymore.

We’re here to tell you that it is 100% POSSIBLE to streamline your practice without spending a fortune or piecing together awkward systems that just don’t work together.

 

Imagine having:

  • MORE time with your family, even during busy season
  • The ability to serve more of your ideal clients
  • The ability to SCALE without new team members
  • MORE support & training while you navigate through the use of the system to gain mastery of TaxDome
  • The ability to work less AND make more money
  • Better relationships with the people you love because you’re more focused and present (even during tax season!)
  • A positive impact and better experience not just for you and your staff...but for your clients too.
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OUR MISSION

Is Simple:

To help tax professionals like you have a more PROFITABLE and PEACEFUL practice!

Because what’s the point of having a business if you can’t enjoy it??

Here’s the sitch:

You’ve literally built your tax practice piece by agonizing piece.

And while that may have worked while you were still building the foundation...

It WON’T Keep Working Now That You’re Ready To SCALE.

 

THAT'S WHERE WORKFLOWS FOR TAX PROS COMES IN

Are you...

  • OVERWHELMED & CONFUSED when it comes to setting up automations that ACTUALLY work?
  • Struggling with HOW to create efficient AND effective pipelines in TaxDome?
  • TIRED of endless & disorganized paperwork when you know there are ways to digitize everything?
  • Frustrated because you know there are more functions in TaxDome that you’re just not using?
  • Annoyed with pieced-together systems that take too much time and effort to use?

Then Workflows For Tax Pros is EXACTLY What You Need!

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So what exactly is

WORKFLOWS FOR TAX PROS

It’s a simple 3 part course PLUS 12-month membership that EMPOWERS you to automate your practice!

By pulling the processes out of your head and optimizing them for automation, you’ll be able to create an efficient and effective system that does EXACTLY what you want it to 🤩

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OUR STEP-BY-STEP FRAMEWORK WILL HELP YOU SETUP YOUR TAX PRACTICE WORKFLOWS IN TAXDOME 

Without the headache of trial and error

This PROVEN and REPEATABLE Framework has been used by over 250 Tax Pros in 2021 to easily set up their TaxDome system.

Scale

WITHOUT WORKING MORE

This program is based on the operations system that has allowed co-founder Jessica to manage 200 returns as a solo practitioner, WORKING JUST 30 HOURS A WEEK as a new mom during the tax season.

Create

YOUR DREAM LIFE

Implementing thoughtful, cloud-based systems and workflows using TaxDome has allowed co-founder Jessica to be able to service her clients even as she relocated her family TO THEIR DREAM TOWN! 

Setting up your TaxDome tool doesn't have to be a frustrating and time-consuming process.

Workflows For Tax Pros will guide you through taking the process of using proven workflows and transforming them into CLIENT-FOCUSED, AUTOMATED, and OPTIMIZED workflows that actually work for your practice!

BUT LET'S BE HONEST,

YOU WANT TO KNOW WHAT THE NUMBERS ARE...

Right?

What can you expect in ROI on this investment?

The industry average is that each staff member will save about 2 hours a day by implementing automated client management software.

So let’s look at the example of a Small Practice with 3 people:

3 staff members x 2 hours/day x 246 working days less 2 weeks vacation = 1,476 hours saved

1,476 hours x $30/hour average wage = $44,280

That is an amazing investment in the practice and this is only for one year. When you consider what your savings are year over year you have no choice but to ensure your practice is built on a foundation of Automation.

Workflows For Tax Pros is The ONLY Course You’ll EVER Need To Create The Automated Tax Practice of Your Dreams!

Are You Ready to Create a Fully-Automated Tax Practice?

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MEET THE DREAM TEAM

Jamie & Jessica

We are YOUR change champions, automation cheerleaders, and workflow support system! 🥳

We’ll show you how to bring an efficient and functional system to life so you can work less and make more.

Get ready to breathe again with an automated, thoughtful, and streamlined tax practice using NOTHING but TaxDome.

JAMIE GRUOL, MBA

Workflow Expert

Jamie is a mama of two and lives in Bend, Oregon with her husband. She brings OVER a DECADE of experience as a Software Implementation Project Manager and even has her ungrad degree in accounting with an MBA.

With her mechanical mind, she shows you EXACTLY how to transform your current processes into efficient, fully-automated systems.

And by using the unique project management systems that she’s developed over the years, Jamie helps you break everything down into bite-sized chunks that makes setting up your TaxDome tool easy peasy!

JESSICA SMITH, EA

Enrolled Agent

Jessica has been using TaxDome in her practice for two years and has created many of the processes and templates that are included in the Workflows For Tax Pros program.

Thanks to her automated practice, Jessica just had her most profitable year yet and was able to EASILY process over 300 returns working only 30 hours per week (even during busy season!)

She reached her goal of making six-figures with just one part-time assistant and is doing EXACTLY what YOU want to be doing…

Working less and making more!

Jessica lives in Boise, Idaho with her husband and is a mama to 3 children.

EVERYTHING YOU NEED FOR A LEAN, MEAN, TAX MACHINE:

EASY TO FOLLOW

We kept the videos short with only the things you need to automate your practice with TaxDome Pipelines. No unnecessary fluff to bog you down.

Get instant access to the proven process that will ensure your success in setting up Pipelines that serve you.

TEMPLATE PIPELINES, EMAILS, & MORE

Utilize our proven template pipelines including emails, messages, tasks, and other great ideas for automation and efficiency.

Included in membership:

  • Onboarding
  • Tax Prep
  • Recurring Bookkeeping
  • Representation
  • And so much more!

LIVE ADVANCED TAXDOME WORKSHOP

Sometimes you just need someone to show you exactly what to do!

In this 2 day live workshop we will teach you how to utilize the advanced skills in TaxDome to customize optimize your workflows.

Join the workshops again and again for the support you need.

PRIVATE FACEBOOK COMMUNITY FOR SUPPORT

In the world of remote-working, having a gang of friends and colleagues is critical for learning, growing, and staying sane! We host a private Facebook community for your ongoing support.

Our team will host training sessions, share ideas, and help you automate your practice with TaxDome.

WEEKLY LIVE TRAININGS AND Q&A SESSIONS

Bring your questions and get the support you need.

Get help completing your setups, overcome barriers in operations, and learn about new TaxDome enhancements that will help you run your practice like a well-oiled machine.

TOOLS AND TEMPLATES FOR OPERATIONS

Improving your operations goes beyond just setting up the TaxDome tool.

We will support you and your business with important tools like Standard Operating Procedure Templates, Team Delegations Models, and much more to keep your systems scaling.

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We Pinky Swear

WHEN YOU JOIN WORKFLOWS FOR TAX PROS:

  • You will learn the strategies you need to set up workflows and pipelines that make running your practice easy, efficient, and profitable.
  • You will be surrounded and supported by fellow practice owners who generously share ideas, help solve problems, and even lift you up when you’re feeling discouraged.
  • You will have a whole new attitude about automation and everything it can do for your practice.
  • You will be guided by two experts who want to see YOU succeed... Not just in business, but in life too.
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HERE’S WHAT THE OTHER PRACTICE OWNERS ARE SAYING:

Did we miss anything?

HERE'S SOME FAQS JUST IN CASE

Are you ready to automate your tax practice?

Tired of losing time, missing out on your dream clients, and being unable to scale without stress?

If you need a simple process for building sustainable, repeatable workflows that let 90% of your business run on autopilot, click the link below to access our enrollment page and find out how to make automation your friend. You'll get an in-depth look at what we teach, learn how we help tax businesses like yours thrive through automation, AND see our current program pricing. From there, you can enroll and get immediate access to the program!

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