Workflows for tax pros
Blog
Resources to build a profitable, peaceful tax practice that you can scale without creating more stress!
Workflows for tax pros
Blog
Resources to build a profitable, peaceful tax practice that you can scale without creating more stress!
Guide for Tax Professionals: Surviving and Thriving During Tax Season
Picture it: phones ringing off the hook, email notifications piling up, and clients walking in with shoeboxes full of receipts. Yes, it’s tax season once again. You know better than anyone else just how busy tax time can be – and how stressful. There’s so much to do as the big day looms closer,...
How to Start a Tax Business (That’s Actually Profitable)
Are you thinking of starting your own tax business? A career in tax preparation is a great idea – it’s smart, stable, and your services are always in-demand. And when you run the show, you have the chance to build a profitable career on your own terms. You call the shots and set your own schedule....
Guide to Hiring a Certified TaxDome Specialist
TaxDome is a powerful all-in-one platform, putting everything accounting firms, bookkeepers, and tax pros need in one place. It's where client messages, workflow automation, and practice management finally work together – instead of fighting for your attention in different systems. But getting...
How to Fire a Tax Client (with Disengagement Letter Template)
Have you had enough of unorganized clients who can't get their paperwork together on time, or worse – expect you to clean up their messy finances at the last minute? You've got enough on your plate without clients who drain your time and resources with no prep and little appreciation. You just...
Introducing the Ultimate TaxDome Training Program for Tax Professionals
TaxDome is an excellent all-in-one tax practice management platform. From storing documents and communicating with clients to automating tasks and handling billing — TaxDome makes every part of running your practice simpler. But understanding how to use TaxDome properly is a must for reaping its...
The Best CRM for Tax Professionals: The Favorites Tax Firms Swear By
The right Customer Relationship Management (CRM) platform will completely transform how you work as a tax professional. It takes care of those time-consuming tasks that’re burning you out and makes managing clients so much easier. The catch? There are a lot of CRM tools out there—and trust us,...
TaxDome Canada: Is It the Right Choice for Canadian Tax Professionals?
Finding the right tax software to manage your practice in Canada can feel like an uphill battle. With so many tax tools built for other markets, it’s getting harder for Canadian tax professionals like you to find a solution that truly fits the needs of their location. TaxDome is making waves in...
Guide to Creating a Great Tax Client Intake Form Template
As a tax preparer, you know how overwhelming onboarding tax clients can feel sometimes. Gathering personal details, asking the right questions, and ensuring you don't miss anything important takes time and energy every time you bring a new client onboard. The good news? A little organization can...
TaxDome vs Karbon HQ: Which is the Better Option for You
Affiliate Disclaimer: We are proud Affiliate Partners of TaxDome. If you do invest in TaxDome for your practice in the future, we may receive a commission but at no cost to you. We only recommend tools that we use ourselves. Yep! Jessica is a proud user of TaxDome in her practice for three years...
ChatGPT for Accountants: 7 Ways AI is Helpful, not Harmful
For many accountants, the rise of Artificial Intelligence (AI), especially tools like ChatGPT, has sparked some anxiety. Many are asking questions like "What if AI steals my job?" or "How can accountants stay relevant with AI?" Take a deep breath and repeat after us: ChatGPT is not going to take...
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Hey Tax Pro!
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 goal with this blog is to provide Tax Pros like yourself resources to build a profitable, peaceful tax practice that you can scale without creating more stress!
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