Scaling Your Tax Practice: How Automation Can Help You Grow

May 10, 2023 | Automations

By Jamie Gruol, MBA & Automation Expert

If you’re a tax professional or accountant wanting to grow your practice, relying on traditional methods like paper-based processes and manual workflows is not only frustrating, but it can also restrict your future growth. In this article, I’m going to discuss how automation can help you scale your practice profitably and with limited hiring.


Before we dive in, let’s discuss some of the challenges that come with manual processes and no automated workflows. Manual processes require human effort, which limits your capacity to serve more clients. When the piles of documents stack up and the emails keep pouring in, you really only have two options: limit the number your number of clients or hire more staff. However, given the current hiring woes, hiring more staff is not always an option.

In a recent study by Price Waterhouse Cooper, one-third of customers say they will walk away from a brand they love after only one unpleasant encounter, while 92% would completely abandon a company after two or three negative interactions. While some clients may forgive your inefficiencies, the quickly expanding millennial generation is not nearly as forgiving.

Now, let’s explore how all of this can be relieved by thoughtfully implementing automation. Automation has come a long way over the last several years, and with tools like TaxDome, you can dramatically increase your practice capacity without adding more staff members.

First, automation can help you can save 2 hours per day per staff person by not having to complete manual tasks across several different tools. This increase in efficiency and accuracy is huge in creating additional capacity.

Second, automation can create a free marketing machine for your practice. With clients becoming more tech-savvy, client experience is now a critical component that can no longer be ignored. Clients that are satisfied with your service are more likely to share their experience, and that is the best kind of marketing out there. Sending automated communications to your clients about the things that matter to them will lead to an increase in satisfaction and retention.

Lastly, automation can help you take control of your life by allowing you to focus on the things that you love about your business. Engaging with your clients, brainstorming tax-saving strategies, and making an impact in your community are much more enjoyable when you are not bogged down by endless tasks and manual work.

Automation is the key to ensuring that scaling is profitable and done with limited hiring. By embracing automation, you can streamline your workflows, save time, and increase your capacity to serve more clients. Whether it’s automating data entry, bookkeeping, or tax preparation, there are many software tools available that can help you achieve your goals.

If you want to take your practice to the next level and stay ahead of the competition, start exploring automation options today. With the right tools and mindset, you can create a more efficient and profitable practice that provides exceptional service to your clients.

Ready to transform your practice and automate like a pro? Look no further than our 12-month program, Workflows for Tax Pros!

Join our community of tax professionals who are taking their practice to the next level with TaxDome. 

Our program is the ONLY one that provides step-by-step guidance on how to implement TaxDome into your business and create an exceptional client experience.

Say goodbye to overwhelm and hello to increased profits and time freedom!

 Learn more about Workflows for Tax Pros 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.