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!

How TaxDome Makes Client Document Management a Snap! 🫰

How TaxDome Makes Client Document Management a Snap! 🫰

By Jamie Gruol, MBA & TaxDome Expert Are you tired of spending countless hours managing your client documents? Do you find it challenging to keep track of who needs what, send reminders, and organize everything? Look no further than TaxDome, the all-in-one platform for tax, bookkeeping, and...

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The Power of Automated Reminders

The Power of Automated Reminders

As a busy Tax Professional, the last thing you want to spend your valuable time doing is chasing down your clients. Whether you’re missing important documents from them, they haven’t paid an invoice, or they still need to sign their tax return, you could spend endless amounts of time trying to...

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How to Improve Your Cash Flow With Automation

How to Improve Your Cash Flow With Automation

Managing cash flow can be one of the biggest challenges that tax professionals face in their business. In fact, a recent study from Intuit found that 61% of small business owners struggle with cash flow. Yikes! While there are many strategies out there for maintaining a healthy flow of money in...

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Stop Procrastinating and Start Automating

Stop Procrastinating and Start Automating

If you’re like me, the overwhelm and uncertainty of how to move forward stops you in your tracks, so I’m here to give you some ideas on how to move forward towards your goals to stop procrastinating and start automating. While I’m not a tax expert, I am a systems expert that has implemented many...

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The First Steps to Start Automating Your Firm

The First Steps to Start Automating Your Firm

Let’s take a look at the first three things you need to do to start to automate your firm! Tax pros right now are feeling the heat from last tax season; it was full of broken systems (or no system at all) and the manual entry of so much data threw a wrench into any sort of system that’s limping...

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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!