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!
Will AI Replace Accountants, Bookkeepers, or Tax Professionals?
The rise in Artificial Intelligence (AI) in the finance sector has a lot of people on edge. From experienced professionals to current students and those considering a career in the field, many are wondering if AI will eliminate the need for their skills. The truth is, AI isn't just for Hollywood...
Social Media Post Ideas for Bookkeepers and Accountants
When you’re a busy accountant or bookkeeper, it can be difficult to find time to create and share social media content—let alone keep it engaging and relevant. At Workflows for Tax Pros, we specialize in business coaching and consulting for tax professionals, so we genuinely get it. To help,...
How Much Should You Charge For Bookkeeping in 2024?
Launching your bookkeeping business is an exciting time. All your studying and hard work has paid off, and now it's time to crunch numbers and help your clients stay financially healthy. The great news is bookkeeping is in high demand. You'll have plenty of opportunities to build a steady stream...
Essential Checklists: Onboarding Small Business Tax and Bookkeeping Clients
Getting off to a great start with your new small business tax or bookkeeping clients sets the stage for a successful and long-lasting partnership. But there’s a lot to keep track of in those crucial first moments when you’re onboarding a new client. With so many moving pieces, how can you keep...
TaxDome Glossary: Your Ultimate Guide to TaxDome Terms
As the leading all-in-one tax practice management software on the market, there’s no doubt that TaxDome is a tool worth having in your arsenal. That said, even with its stellar user reviews, navigating the ins and outs of TaxDome lingo can sometimes be confusing — even for the most seasoned tax...
Full TaxDome vs Canopy Tax Review
The landscape of tax software is constantly evolving, and tax professionals are always seeking the best solutions to streamline their processes. Two of the most well-known tax platforms available today are TaxDome and Canopy Tax. When deciding which tax platform to use, the most common question...
Best Software for Automating Tax Engagement Letters
If you could automate most things in life, we bet you would. After all, history is full of turning manual operations into automated ones. For example, hand-washing laundry became washing machines, and manual cars have turned into automatic ones. So, if you haven’t automated your tax engagement...
Getting Started with Tax Preparation Workflows & Automation
Do you spend more time onboarding tax prep clients manually, performing the same processes repeatedly, than turning new leads into clients to grow your business? Or maybe you’re already trying to solve these issues by using TaxDome, but you feel you aren’t making the most out of the product? You...
Reduce Stress in Your Tax Practice With TaxDome’s Automated Engagement Letters
Jamie Gruol, MBA 🕓5 Min If you were to add up all of the time that you spend manually sending your client engagement letters, what would that number look like? 10 hours? 20? 30? If...
TaxDome for Bookkeepers: 5 Key Features to Know About
Jamie Gruol, MBA 🕓 6 Min Are you tired of juggling multiple tools just to manage your bookkeeping practice? I feel you! As a bookkeeper, it can be a real headache trying to keep up with...
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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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