Harness the Power of Pipeline Stacking with TaxDome

Aug 21, 2023 | Automations, TaxDome

Jamie Gruol, MBA                                                                                                                 🕓5 Min

In today’s fast-paced world, efficiency is the key to success in ANY business. For tax professionals, that means properly streamlining their tax preparation, bookkeeping, and new client workflows with tools like TaxDome.

Inside our Workflows for Tax Pros program, we teach Tax Pros, Accountants, Bookkeepers, and Enrolled Agents how to optimize their TaxDome systems with a special technique called “pipeline stacking”.

In this blog post, we’ll dig into the concept of pipeline stacking, its benefits, and how tax professionals like you can use it to improve your TaxDome experience.

What is pipeline stacking?

Pipeline stacking is a technique where you start with a priority workflow, such as tax prep or bookkeeping, and then “stack” similar workflows onto it. By breaking down the primary workflow into auxiliary workflows, you can create a seamless TaxDome system that completely streamlines your day-to-day operations.

  • The importance of prioritization The key to successful pipeline stacking lies in identifying your highest-priority workflow. By focusing on the most critical aspect of your practice (i.e. tax preparation or bookkeeping) you’ll have a solid foundation on which to build out future pipelines. 
  • Stats to back it up: According to recent data from Salesforce, 73% of businesses report a 10 – 50% time savings by automating previously manual tasks. Harnessing tools like TaxDome can significantly reduce manual data entry tasks, allowing you more time to provide higher-value services to your clients.

Going beyond tax preparation

One of the great things about TaxDome is that it goes far beyond tax preparation. You can easily begin incorporating other priority services like new lead management, bookkeeping, or even representation work into your automated practice. This expansion can unlock new opportunities for growth and efficiency.

Breaking Down Workflows Within each of your priority services, you can further break down the processes into “sub” workflows. For example, quarterly reminders for payment-due clients, mid-year reviews, and tax resolution can become auxiliary workflows that enhance your overall efficiency. 

How to Leverage TaxDome

TaxDome is FULL of powerful features and automations that can help make your life easier. Here are two more ways it can help manage your workflows, improve your efficiency, and increase your profit and time freedom:

  • Automating Repetitive Tasks TaxDome’s automation capabilities remove the burden of repetitive manual tasks. By automating client notifications, document collection, reminders, and tasks, you can save significant time and effort.
  • Project Management TaxDome also serves as a robust project management tool where you can automate reminders for team members and ensure that nothing slips through the cracks. By collaborating in TaxDome, you can eliminate errors while maintaining consistency in your practice.

The {impressive} impact of automation

It’s important to remember that achieving maximum efficiency and automation with TaxDome is a journey that requires time, dedication, and commitment. However, the long-term benefits will far outweigh the initial effort.

  • Real-Life Success Story Hundreds of tax professionals have already experienced incredible results by implementing our pipeline stacking method in TaxDome. Take Joelle, for example. Joelle is a 2-year member of Workflows for Tax Pros who was able to increase her practice’s client capacity by 40% with methods like pipeline stacking. By breaking down her processes into “sub” pipelines, she is now working less while still being efficient and compliant in her practice.

Step-by-step TaxDome guidance

Our 12-month “Done-With-You” Workflows for Tax Pros program provides Tax Professionals, Accountants, Bookkeepers, and Enrolled Agents with step-by-step instructions on how to create their first automated pipeline in TaxDome. You also get access to our private Facebook community, weekly support sessions, dozens of plug-and-play templates, and TONS of other resources.

  • Unlock More Profit and Time Freedom Mastering TaxDome is not just about the mechanics…it’s about truly understanding what the tool is capable of. With our help, you can gain a solid understanding of TaxDome and unlock greater profitability and time freedom in your practice.

The verdict?

Efficiency is the lifeblood of a successful and profitable tax practice. With methods like pipeline stacking, tax professionals can streamline their workflows and achieve new levels of productivity.

By leaning into automation and prioritizing your priority workflows, you can enjoy more profit and time freedom in your practice. Our Workflows for Tax Pros program provides the guidance and support that you need to master TaxDome and experience the full power of automation.

Don’t let manual tasks hold you back any longer. By embracing automation with TaxDome, you can propel your business to new and exciting heights!

About the author

Jamie Gruol, MBA, is the co-founder of Workflows for Tax Pros, a 12-month “Done-With-You” program dedicated to helping Tax Professionals, Accountants, and Bookkeepers streamline their practices with TaxDome. Jamie is passionate about empowering burnt-out and frustrated Tax Pros and shows them how to leverage TaxDome to enhance their client experience and increase profitability. With her accounting degree and 10 years of experience in software management and workflow optimization, she guides busy tax pros toward automation success.

Connect with Jamie to stay updated on the latest in TaxDome automation strategies!  Learn more about Workflows for Tax Pros and streamline your business today!

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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!

Looking for more? Join our Workflows for Tax Pros Facebook group where you’ll be part of a community of 6000+ Tax Pros. Join us at the link below!

Have more time to do the work that matters most.

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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.