Tax Pros & Accountants: It’s Time To Automate
Unlock More Profit In Your Small Practice This Tax Season
Without Working Long Hours, Hiring and Managing Expensive Staff, or Losing Your Work-Life Balance.
AUTOMATION WITH TAXDOME IS THE ONLY WAY TO INCREASE YOUR PROFIT AND TIME FREEDOM
Workflows for Tax Pros is for Tax Pros and Accountants that shows you how to leverage automation with TaxDome and transform your small practice into a fully automated and streamlined business that’s ready to thrive.
With our PROVEN 4-Step process as your guide, you will learn how to set up your first automated TaxDome pipeline in just 30 days or less and how to fully optimize your operations for long-term success and maximum profit.
Make your small tax or accounting practice more profitable with automated workflows. Start with tax prep and new lead management for a more peaceful tax season.
Join the Waitlist Now!A new way of working is here, including...
- Instant access to done-for-you templates -straight to your TaxDome
- Our Signature on-going live support
- Trainings, private Facebook group and more
- 12 months of ongoing live support!
Continue reading for more details!
The Proof Is In The Profit!
70% of Workflows for Tax Pros members who applied our automation strategies saw an overall increase in profit.
And of that group, 80% increased from 5% to 200%!
CHECK OUT THESE INCREDIBLE RESULTS:
Edwin Casanova increased his profit by 30%! This husband & wife duo processed 800 returns while maintaining their work-life balance.
Bette Wagner, a solo practitioner, maintained her profit margins while working just 2-3 hours a day during tax season and serving fewer clients.
Katie Conley helped her company earn $100,000+ in revenue by increasing efficiency. They also grew their team from 4 to 11.
Alison Green, a solo practitioner, boosted her efficiency and client capacity, which led to a 200% increase in profit.
Leslie M. and her team of 3 used streamlined workflows to increase their profit by 50%.
Workflows for Tax Pros is MORE than just a course… It's a whole new way of running your practice. Think of it as your new operating system.
Just like AI, automation is changing the tax industry in MASSIVE ways.
Here’s the truth:
🛑 Manual practices are shrinking and DYING…
✅ Automated practices are thriving and GROWING.
Which will YOUR practice be?
Run your practice more efficiently and enjoy the freedom and profit that you deserve.
So what exactly are the efficiencies that will get you MORE profit?
➡️ Increased client capacity due to efficient, standardized workflows.
➡️ More referrals and less marketing effort, thanks to happy clients.
➡️ Reduced need to hire to scale; let automation be your next best hire.
➡️ Lower payroll due to a dramatic reduction in administrative tasks by team members.
➡️ Confidence to increase your prices as you are able to better serve your clients. Provide an excellent high touch, low lift experience.
Workflows For Tax Pros Is Your 100% Expert Guided, All-In-One TaxDome Resource.
Our community of like-minded Tax Pros are all on the same mission: To increase profit and time freedom with automation and TaxDome!
Stop wasting time on complicated manual workflows that leave you feeling burned out and frustrated.
With our guidance, you'll discover how to build an automated Tax Practice that can *almost* run itself.
We've helped HUNDREDS of tax professionals transform their practice from stressful to profitable, and we can help you too!
If you're ready to save time, impress your clients, and increase your profits for YEARS to come...
Then, it’s time to join Workflows for Tax Pros!
Join the Waitlist Now!Streamline Your Success and Unleash The Power of TaxDome With Workflows for Tax Pros
IS THIS YOU?
➡️ YOU WANT YOUR TIME BACK
Stop wasting time on complicated and manual workflows and start growing your bottom line. We'll help you streamline your entire practice so you can create more profit and time freedom.
➡️ YOU WANT AN AMAZING CLIENT EXPERIENCE
Your clients deserve and demand a better experience. They want it fast...they want it easy. Now you can “Wow!” your clients with timely and accurate updates that don’t require a lot of your valuable time and effort.
➡️ YOU WANT EASY CLIENT TRACKING
It’s time to ditch the clunky spreadsheet and embrace a powerful, all-in-one tool. Ensure that nothing slips through the cracks and pick up where you left off…No more messy email chains or endless back-and-forth with clients and team members.
➡️ YOU WANT MORE ORGANIZATION
Centralized client documents, real-time status updates, easy note tracking...with TaxDome anything is possible. Whether you're brick-and-mortar or a remote team, you’ll be able to access your client details anytime, anywhere. All you need is an internet connection!
➡️ YOU WANT STREAMLINED COMMUNICATIONS
There’s a better way to spend your time than by manually answering the same question over and over again. Let your powerful automations do the heavy lifting for you so that you can help your clients and grow your practice.
Here’s What You Can Expect When You Join Workflows for Tax Pros:
FAST TRACK TO AUTOMATION
We remove all confusion about where to start when setting up your TaxDome pipelines. Follow our unique "S.T.A.T. Framework" and set your system up right the first time. Our step-by-step guidance through Settings, Templates, Automation, and Testing (S.T.A.T.) will allow for long-term efficiency.
THE ULTIMATE TAX PREP WORKFLOW
Combine your business and individual clients into one convenient pipeline with our Ultimate Tax Prep Workflow. Learn how to set up, maintain, and modify your workflows to meet the needs of your practice. Keep calm, cool, and collected even during the peak of the busy seasons.
GET PAID BEFORE FILING RETURNS
Improve your cash flow THIS tax season with our TaxDome best practices. Gather deposits at the start of the season and lock your documents with an invoice so you get paid in full BEFORE filing your client’s return. Learn how to improve the efficiency and financial health of your practice.
INCREASE RE-SIGNS AND REFERRALS
Give an excellent client experience and complete returns in record time. Our automated pipelines make Client Experience your top priority with little to no lift
A QUIETER INBOX
Proactively answer your client’s questions and need for updates as we breadcrumb your clients to success no matter your process. By giving them the details they need to succeed, you will be answering fewer questions this year.
MASTER YOUR BUSINESS SYSTEMS
We will help you master your business systems in TaxDome. Understand how to set up and manage clients and workflows and create the profitable practice of your dreams.
This Is Just The Tip Of The Iceberg…
Workflows For Tax Flows Will Have A Positive Impact On Your Practice For YEARS To Come
Join the Waitlist Now!
Save Time And Money With Workflows For Tax Pros:
87% of members saw a reduction of at least 5-10 hours of admin work per team member per week.
IT STARTS WITH A SOLID FOUNDATION…
In this 12-month program, we'll show you how to transition to a profitable and automated practice with TaxDome. This new way of working requires strategic and operational thinking.
But you are busy and you want results FAST!
Luckily, we've done the heavy lifting for you!
In your first 30 days of Workflows for Tax Pros, we will guide you to set up systems that meet your firm's specific needs.
Our proven 4-step process will simplify your TaxDome setup and remove the overwhelm. Effortlessly maintain your busy practice and enjoy a better work-life balance.
Workflows for Tax Pros = TaxDome Simplified
PROFIT FOCUSED TEMPLATES
Get our full suite of templates that you can build out with our instruction.
Want to increase your profit by 5% - 200% in year one? Our tested TaxDome pipelines can help you reach your financial goals faster. Plus, you can leverage TaxDome to save hundreds of hours of frustrating admin work.
How can we make such claims? It’s easy! These are the actual results from our clients!
Create an efficient and profitable practice with our powerful workflows, including:
New Lead Onboarding, Tax Prep, Bookkeeping, Tax Representation Analysis, and over 20 more!
*Please note these do not include our digital templates available in the TaxDome Marketplace. Those can be purchased separately.
POWERFUL CLIENT TRANSITION PLAN
Let your clients know exactly what to expect with our Client Communication Plan. Guide them to success with timely and accurate messages that fill in the gaps as you transition to your new TaxDome system.
EXPERT BUSINESS TIPS AND TRICKS
Learn the ins and outs of TaxDome. Speed up your learning curve with tips and tricks to save time and increase your profits.
PRIVATE ONLINE COMMUNITY
Got TaxDome or business questions? Our thriving W4TP community has the answers! Hang out with our experts and like-minded tax pros who have already done what you are doing. Get quick support from our Certified TaxDome Experts when you need it.
LIVE OPEN OFFICE HOURS
Join our live weekly support sessions every Thursday at 12:00 p.m. Eastern. Get support on how to best use TaxDome to create more profit in your practice. Stay up to date on the latest TaxDome features.
ACCESS TO ALL PAST RECORDINGS
Gain instant access to our vast library of past live support sessions. We upload new videos every week and time-stamp them for your convenience.
NEW FEATURE SUPPORT
TaxDome loves to provide new functionality and features, and as a BONUS Workflows for Tax Pros gets exclusive access to what’s coming before it’s even released!
When large features are released, we give you all the details on how to leverage them. We'll also share operational changes or considerations you need to make informed decisions.
ON DEMAND PIPELINE REVIEWS
Get expert eyes on your workflows with on-demand pipeline reviews. These sessions will give you the confidence you need to keep moving forward. Enjoy access to the recording(s) for as long as you're a Workflows for Tax Pros member.
MEMBERS ONLY ROUND TABLE
Join our Round Tables to discuss what’s working and not working. These workflow-specific forums will help you develop systems and practices that fit your needs.
Our Perfect Combination of Mindset And Systems Will Help You Create A Profitable Practice
BONUS #1
NEXT LEVEL PRACTICE MODULE
(NEW FEATURE!)
Complete your first automated pipeline and unlock our exclusive "Next Level Practice" module. This module includes advanced training, profit-generating pipeline templates, and next-level support.
BONUS #2
MORE PROFIT-BOOSTING TEMPLATES
Gain access to dozens of tried and true profit-boosting templates, including:
✅ Tax Planning ✅ Tax Monitoring
✅ Mid-Year Reviews ✅ and MORE!
BONUS #3
CLIENT-FRIENDLY CANVA TEMPLATES
Get access to beautiful and easy-to-support documents, including:
✅ Brandable Proposals ✅ 1099 Assistance Manual
✅ Online Tax Payment Guide ✅ Social Media Posts
Take fast action in preparation for Tax Season with plenty of resources and support. Master TaxDome and embrace your new way of working. Enjoy the convenience of having a TaxDome expert in your back pocket.
You will have 12 months of access to all templates, live support, and coursework.
Join the Waitlist Now!OUR SUPPORT GUARANTEE
Your success matters to us! That’s why Workflows for Tax Pros is committed to helping you create an automated and profitable practice. You do the work and we will be there to support you. Here’s how we will do it:
SUPPORT UNTIL YOU WIN!
If you do all the work, attend the live group support sessions, ask questions and your pipelines STILL don't work... we will support you with access to our course and weekly calls for one year.
PERSONALIZED HELP
If you submit your question through the weekly support questions portal, we GUARANTEE that you will receive a personalized response; we will either address the question live on the weekly call or we’ll send you an email with all of the information.
PIPELINE REVIEW
Have any of your pipelines reviewed by our expert team! We’ll give you custom recommendations for automation in a way that best supports you and your practice.
We're Always Here For You!
THE INVESTMENT
Get instant access to the membership when you join now.
5 Monthly Payments
of $497
OR
Discounted Single Pay
of $2297
Workflows for Tax Pros is designed to be a life-changing experience.
One that empowers you to automate and streamline your entire practice with TaxDome.
By expanding your automation skills and knowledge, you can finally start enjoying the profit and time freedom that you deserve.
The best part is that you don’t have to be a tech wiz to reap the benefits…
W4TP is perfect for automation newbies and current TaxDome users.
Who The Heck Are Jamie & Jessica and How Did They Become TaxDome Experts?
It's a cool story actually...
Workflows for Tax Pros 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 POWERFUL 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! 🤩
Fast forward a few years when Jessica responded to a friendly market research post from Jamie in a Facebook group of 35k entrepreneurs.
After a conversation about babies, business, and dreams…
The two parted as fast friends.
Jessica was intrigued by Jamie's expertise in workflow and systems set up and threw out a CRAZY idea…
What if Jamie learned about TaxDome and helped others set up their own automated workflows alongside her?
The Workflows For Tax Pros brand was born and since that fateful moment…
We’ve been positively impacting hundreds of Tax Professionals all across the USA and Canada.
JAMIE GRUOL, MBA
Workflow Expert
Jamie brings over a decade of experience as a Software Implementation Project Manager and has her undergrad 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 make setting up your TaxDome tool easy peasy!
Jamie is a mama of two and lives in Vermont with her husband.
JESSICA SMITH, EA
Enrolled Agent
Also known as America’s TaxDome Sweetheart…
Jessica has been using TaxDome in her practice for over three years and is the genius behind 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 to make 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.
We’re Proud To Be Part Of Outcomes Like These…
Edwin Casanova, CPA Increased His Profit by 30%
"I can't stress enough how Workflows for Tax Pros has transformed our practice. As a husband and wife team handling over 800 clients, we struggled to find the perfect work/life balance.
But then came TaxDome and Workflows for Tax Pros. By streamlining our processes with TaxDome, we are able to work smarter and not harder. Thanks to our automated pipeline, we’re able to process client returns at record speed. Our clients are happy and in the loop at all times.
Workflows for Tax Pros helped us unlock the true potential of TaxDome. Our profit has increased by 30% and we couldn't be happier with the results!”
Alison Green Made $58,000 MORE with Automation
“Before Workflows for Tax Pros, I was drowning in repetitive administrative tasks. The never-ending cycle left me overwhelmed and exhausted.
But with their step-by-step TaxDome guidance, I set up efficient and effective pipelines. My clients love the secure portal and I can take on more work than ever before. In fact, I'm now able to turn clients away by choice, not capacity!
Workflows for Tax Pros is a game-changer that leaves you relaxed and in control during tax season. Instead of piles of files, I have an organized pipeline to manage everything. My advice to you? Join Workflows for Tax Pros!"
Bridget Cascayan Made Consistent Profit While Working Less
"I can't emphasize enough the impact that W4TP has had on my practice. Before it, I was drowning in clients, working 24/7, and losing track of my workload. I knew it was time for a change.
Workflows for Tax Pros gave me the organization I needed. With just a single click in TaxDome, I now have total clarity and control. Instead of working myself to the bone, I now have a life outside of my business! With my streamlined and efficient processes, I can take on more clients without a lot of extra effort and time.
This program will give you a professional edge that wows your clients!"
Kim S. Saw a 60% Increase in Profit in Her First Year
"As a one-woman business, it was difficult to keep up with the administrative tasks in my practice. I tried using TaxDome on my own before finding Jamie and Jessica, but it was not efficient.
With Workflows for Tax Pros, I was able to understand TaxDome and create my own custom workflows. Thanks to my optimized operations, my profit skyrocketed by over 60% in the very first year.
Now I can focus on the actual work and accept new clients without anyone falling through the cracks!"
Bette Wagner Kept The Same Profit Margins While Serving Fewer Clients
“The chaos of my paper practice was overwhelming. My office was a MESS, and I was sick of relying on Post-it notes and searching for files to get things done.
But thanks to TaxDome and Workflows for Tax Pros, my entire practice changed. Now I can log in and see exactly where my clients are in the tax prep process. The reusable emails and streamlined communications save me countless hours every single week.
Having less paper means I can finally relax at the end of the day, stress-free, about forgotten tasks. I'm even maintaining the same profit while serving 25 fewer clients!"
Katie Conley Helped Her Company Earn $100,000+ in Revenue with Automation
“Before finding TaxDome and W4TP, our company was a little chaotic, to say the least. With our current software duplicating our work, it was difficult to know which end was up. We knew we needed more efficiency and organization to better serve our clients.
Workflows for Tax Pros helped us automate our workflows and reduce costly mistakes. That alone has allowed us to increase our client capacity and charge the prices we deserve.
Not only have we been able to grow our team and expand our service offerings, but we've also increased our gross revenue by $100,000!
This life-changing program is totally worth it! It will make your life easier AND help you grow your business!”
Leslie M. Used Streamlined Workflows To Increase Her Profit By 50%
“Before we implemented Workflows for Tax Pros, our 3-member practice was feeling very disorganized. By lacking daily direction and jumping from one fire to the next, it was hard to get ahead of the workload.
We knew we needed to streamline our processes and thankfully, TaxDome was just the tool we were looking for but we needed guidance on our transition to ensure we took advantage of all it could do for us.
With Jamie and Jessica's help, we were able to leverage TaxDome the Workflows for Tax Pros way and increase our profit by 50%!
Don't wait to join Workflows for Tax Pros…The pipeline templates ALONE will completely redefine your processes and boost your efficiency!”
Clare M. Impressed Her Clients & Increased Profit by 25%
“Before I embraced automation, my client management was a MESS! My tax prep and business tasks were inconsistent and billing was a last-minute scramble.
As a Solopreneur, I knew I needed help getting organized if I wanted to create more profit in my business.
Workflows for Tax Pros brought some much-needed order to my process. The pre-built templates removed a lot of overwhelm from my daily task list and allowed me to stay focused.
And with my TaxDome client portal, my clients can follow tasks and access their important documents. I even had 80-year-old people telling me how easy it was to use.
Take the time and put in the effort to leverage the pre-built templates and processes in W4TP... I did and the results speak for themselves! My clients are happy, I'm working more efficiently, and I saw a 25% increase in my profit!
