TaxDome Automation + Practice Management

Get the knowledge you need to grow a business you love.

We are the industry’s leading experts in TaxDome automation and tax practice management.

Tax Professionals • Firm Owners • CPAs • Accountants • Bookkeepers

 

TaxDome Automation + Practice Management

Get the knowledge you need to grow a business you love.

We are the tax industry’s leading experts in TaxDome automation and tax practice management.

Tax Professionals • Firm Owners • CPAs • Accountants

 

Join Our 12 Month  signature Program 

Join our exclusive program to unlock more profit in your small practice! Our 12-month signature program is where the tax and accounting world's leading experts teach you how to build out your end-to-end automated system. Don't miss this opportunity to transform your business and your life! 

Build a tax practice with systems that actually make your job easier.

Feeling overwhelmed and unable to meet your clients’ expectations?

As businesses expand, many owners overlook a crucial detail: to sustain growth and increase profits without sacrificing quality, implementing streamlined, repeatable systems and strategies is essential. These systems not only boost efficiency but also drive profitability, ensuring your business thrives in the long run.

Running a successful tax practice doesn’t have to be the time-consuming, mentally exhausting, and chaotic endeavor that so many practitioners find themselves dealing with season after season.

Imagine a practice built around making your life easier, instead of working around a practice that controls you 24/7.

With the right systems and support in place, you can reclaim your time and enjoy the success, profits, growth, and happy life you’ve always wanted.

Make your business work for you instead of you working for your business.

We make transitioning from clunky manual operations to streamlined automations simple with our 4-step proven process ensuring you, your team, and your clients make the move to TaxDome with ease.

You Need To Think Like A Business Owner – Not “just” A Service Provider

It’s time for a vital mindset shift. Your small tax or accounting practice isn’t just a service–it’s a business. And to achieve healthy growth, you must embrace the role of a business owner.

Investing in business infrastructure isn’t an indulgence; it’s a strategic move to take control.

You can’t just grind your way to a more profitable, healthy business.

You need to establish the right systems.

We’re here to lead your journey from overwhelmed tax or accounting professional to savvy business owner using our proven strategies and expertise.

Why Work With Us?

For three years, we’ve spearheaded an automation revolution in small tax and accounting practices.

We’re not only passionate about helping tax firms thrive with greater efficiency through automated workflows, but also about helping our clients grow their businesses with grace.

We use the same systems that we teach in our Enrolled Agent business, delivering concrete results that both we and our clients have experienced firsthand through our methods

With a track record of empowering over 700 practices to achieve remarkable results, (like a 20% surge in profits and an average reclaiming of 5-10 hours per week, per team member), we stand as the foremost TaxDome and automation experts trusted by tax and accounting businesses seeking a new (and better) way.

Strategic business growth with a proven method for success

“I wanted to better serve my clients and give myself the tools to stay organized and know what was happening with each client. I started learning TaxDome on my own and got the foundations down without too much struggle. But when I began to see the automation potential that it offered, I knew my practice could be so much better. Unfortunately, I didn’t have time to learn the complexities of the system. That’s where Jamie and Jessica came in. They took my TaxDome use to the next level!”

– George Wisniewski Jr.
G-Wisz It’s Tax Time

How To Work With Us

Get Our Proven TaxDome Template

Skip the headache of trying to DIY your own automations. Get instant access to our ready-made signature templates so you can start working smarter today.

Transform Your Practice with our W4TP Program

Our 12-month signature program where the tax and accounting world’s leading experts in strategically leveraging TaxDome teach you how to build out your end-to-end automated system.

Take your firm from clunky and inefficient to a well-oiled machine.

“Before W4TP, I was floundering in client communications. I just didn’t have time to manually respond to every call, text, or email. I wasn’t consistent and clients definitely noticed. I bought TaxDome hoping it would help streamline communication, but I didn’t have time to figure out how to use it beyond basic functionalities.

What I appreciate most is that W4TP gave me a game plan for building a practice that doesn’t make me feel as if I’m constantly scrambling to catch up. I feel like I can breathe again. And my business is still growing.”

– Karen Collopy, EA
Team of 5 in Castro Valley, CA

Imagine a life  outside of taxes during tax season.

Join Our 12 Month Signature Program.

Join our exclusive program to unlock more profit in your small practice! Our 12-month signature program is where the tax and accounting world’s leading experts teach you how to build out your end-to-end automated system. Don’t miss this opportunity to transform your business and your life! 

Frequently Asked Questions

Can’t TaxDome support help me automate my business?

TaxDome is excellent at telling you how to use the tool itself. But using the tool is not enough. If it were, you wouldn’t be searching for ways to better run your business! What you really need is a strategy to help you get from where you are today…to where you want to be one year from now. Our expertise lies in helping you clarify what it is you want, then showing you how to leverage TaxDome features and automation to create the systems that will help you meet your goals. We help you revolutionize your practice operations not just setup TaxDome.

I don’t understand the difference between the Templates and the Program. Can you explain?

Gladly! The templates provide a ready-made TaxDome pipeline that allows you to start optimizing TaxDome from day one. By purchasing our signature templates, you get to skip the stress of trying to figure out workflows on your own and can dive right into growing a more profitable business without adding more busywork to your plate. Our templates are excellent for tech-confident TaxDome user.

The W4TP Program empowers you to be a confident user of TaxDome. We help you learn the tool as you quickly set up the automated workflows in our step-by-step curriculum. As you do this, you gain a solid foundation for leveraging TaxDome and implementing our proven operation best practices that will revolutionize your business. You walk away from the process with the skill that will enable you to peacefully leverage automation in your practice for years to come.

It costs too much. Isn’t there a cheaper way of doing this?

Our cofounder, Jessica Smith, EA, easily spent over 100 hours building out her first automated workflow. Take advantage of our thousands of hours as experts using the TaxDome tool and use our proven methods used by over 700 practices and avoid the trial and error and lost time figuring it out yourself.

My clients don’t like change. What if they don’t like using TaxDome?

We’ve noticed that it isn’t usually so much that clients don’t like change as it’s a lack of guidance on how to transition to a new system. In our experience, that’s why in our W4TP Program we have a whole module dedicated to creating a client transition plan. We help you create a communication plan that will allow them to see the benefit to them.

Plus, all throughout our proven template pipelines, we have client-focused communications that help make the process of using TaxDome and receiving your services simple for them.

The result is a smooth transition for you and them.

My partner isn’t interested in automating. What should I do?

Here’s the thing about the tax world today: the modern firm is no longer your dad or your grandpa’s practice. If you’re still doing things the “old school” way, chances are your team is exhausted and resentful, your business growth has plateaued, and your confidence in your business is fragile since there’s no standardized method or process for reliable work. What’s more, not automating your business isn’t just a missed opportunity – it’s a roadblock to efficiency, growth, and sustainability in the competitive landscape of today’s changing tax industry.

When it comes to talking with your partner, consider having the conversation about how automating your practice will benefit them from the increase in profit and allow them to work more efficiently. TaxDome is an easy-to-use tool, and for the less tech-confident partner, our support can allow you to create a process that has them focused just on their steps in the process. Chances are if they have figured out your Tax Prep software, using TaxDome will be a breeze.

Have more time to do the work that matters most.

Your time shouldn't be wasted tracking down documents or struggling to keep everything organized.

You should be focusing on what you do best: designing tax-saving strategies, helping your clients save money, and building genuine 1:1 relationships with them.