Reduce Stress in Your Tax Practice With TaxDome’s Automated Engagement Letters

Aug 23, 2023 | Automations, 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 you’re still manually sending hundreds or even thousands of engagement letters each tax season, you are definitely losing valuable time that could be spent on more important tasks.

Believe it or not, many tax pros still send out their engagement letters via paper or clunky e-signature tools. But we say enough is enough! It’s time to free yourself from the burden of manual engagement letters and embrace automation with TaxDome.

In this article, we’ll explore the importance of engagement letters, why the old-fashioned way of sending them is no longer serving you or your clients, and how TaxDome can easily automate your entire engagement letter process.

Say goodbye to the stress and frustration of doing it the old-fashioned way and let TaxDome become your new virtual assistant!

Why send engagement letters? 

Engagement letters play a crucial role in your tax preparation process. By establishing clear frameworks for your client relationships, you can protect yourself and your practice in the event of miscommunication (or worse).

As a business owner, it’s your responsibility to safeguard your practice with tools like automated engagement letters. By leveraging technology and automation, you’ll not only save valuable time but can also improve compliance, reduce errors, and provide a flawless client experience.

The problem with manual processes 

Sending engagement letters the old-fashioned way is not only time-consuming but also prevents you from focusing on more important aspects of your practice.

Take Samantha, for example, a member of our Workflows for Tax Pros program. Before she automated her engagement letters with TaxDome, Samantha spent every weekend in November preparing and sending out hundreds of paper engagement letters to her clients. This not only drained her time and energy but also stole precious moments she could have spent with her family during the holidays.

Are you also losing time for yourself and your family by digging your heels in and clinging to manual processes?

Enter TaxDome’s automated engagement letter process

With TaxDome’s powerful features and the support of Workflows for Tax Pros, Samantha successfully automated her entire engagement letter process. The result? She gained more time to spend with her family during the holidays, all while ensuring compliance and providing a high-touch experience for her clients.

You can also experience the joy and freedom that comes with automating your engagement letter process!

The TaxDome workflow in action

Let’s dive into how TaxDome simplifies and standardizes your engagement letter process. Start by accessing your client list in TaxDome:

Next, use the filter and tagging function to identify the clients or entities that need an engagement letter. Once you have selected the clients, you’ll create a new job, which serves as a container or folder for all the necessary documents, engagement letters, and organizers.

TaxDome’s automation capabilities really come to life as you add the job. The system triggers pre-set automations such as sending the engagement letter, generating a deposit invoice, and providing emailed instructions to the client. Internal tasks can also be created to ensure a seamless flow through your pipeline.

With TaxDome’s automation power, you can eliminate manual tracking, minimize errors, and save valuable time.

Your clients will also benefit from TaxDome’s user-friendly interface. This digital platform allows for clear communication, streamlined document management, and efficient collaboration.

In the client portal under the Chats & Tasks tab, they will find a new message with personalized instructions. You can also set reminders on specific tasks and messages, ensuring that clients stay engaged and informed throughout the process.

Out with the old, in with the new!

Say goodbye to the days of the manual engagement letter and hello to the power of automation with TaxDome. Streamline your process, save time, and provide an amazing client experience with minimal lift from you or your team. Let TaxDome be your virtual assistant, letting you focus on what truly matters—serving your clients, growing your practice, and achieving a better work-life balance.

Are you ready to automate your engagement letter process? In Workflows for Tax Pros, we’ll show you how to master TaxDome for more profit and time freedom. With our step-by-step methods, proven templates, and expert guidance, you’ll soon have an automated practice that virtually runs on autopilot!

Click here to learn more about Workflows for Tax Pros and discover how we can help you harness the full power of TaxDome.

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 and streamline your business today!

Follow Us

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.

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.