Leveraging Automation the W4TP Way
See the power of W4TP + TaxDome automation in action for your next Tax Season.
In this webinar, we are going to show you OUR W4TP Tax Prep pipeline that will transform your next tax season.
👉 The easy system to create a custom client experience that will eliminate your clients calling and emailing you with the same questions.
👉 How automation will massively reduce admin time in your practice and get you back 10 or more hours per team member each week, allowing you to scale your practice without hiring more staff.
👉 Learn how to create a standardized Tax Prep workflow that serves both your individual and business clients that will eliminate clients falling through the cracks, and provide an outstanding client experience.
Learn more about how Jessica Smith, EA, is using TaxDome and how her favorite features have transformed her practice to allow her to work part-time hours and still have a multiple six-figure practice.
In this demo...
You'll see how TaxDome and all of its automations make it the only tool to help you increase your profit AND time freedom in your practice.
Automation Can:
- Reduce client emails and phone calls when you are your busiest by providing automated status updates and next steps without lifting a finger.
- Allow you to gather all the information easily you need to perform your services, providing an automated but customized experience for your clients.
- Create automated workflows that standardize your work, so you and your team know where every client is at in the process of your service delivery with just the click of a button.
- Centralize all your service delivery tools to allow for efficient workflows for everyone on your team that improves communication and job satisfaction.
- Create a fantastic client experience that will have your clients wowed and send you endless referrals from their families and friends.
- Save on average two hours per staff person every day, automating manual tasks that will have you focusing your work on the money-making tasks.
IT'S TIME TO AUTOMATE
Get back hundreds of hours in your tax practice with easy to do automations
We're Jamie & Jessica
Hi! We're Jamie and Jessica, the dynamic duo behind Workflows for Tax Pros.
With a combined 20 years in business, we've learned a thing or two about building successful, streamlined businesses that enable professionals like you to build lives they love.
Our program helps Tax Pros automate their workflows in just 30 days.
In fact, 100% of Tax Pros who use our program report a more organized and peaceful tax season.
If you're ready to build a profitable, peaceful tax practice that you can scale (without creating more stress!), we can help.