live masterclass for tax pros and accountants

TaxDome  for Tax Season

Save 5-10 hours a week with these Three Key Features that are easy to use and we make quick to learn

Learn how to leverage these three features of TaxDome to efficiently track your clients and stay organized this tax season without complicated automation. They are easy to use and quick to learn.

live masterclass for tax pros and accountants

TaxDome  for Tax Season

Save 5-10 hours a week with these Three Key Features that are easy to use and we make quick to learn

Learn how to leverage these three features of TaxDome to efficiently track your clients and stay organized this tax season without complicated automation. They are easy to use and quick to learn.

We have just what you  need this tax season

If you are a newer user of TaxDome and looking to improve your game, we have just what you need this Tax Season.

We are offering a Special TaxDome for the Tax Season Masterclass that will help you learn how to create a simple pipeline to stay organized and efficient this tax season.

You will learn how to:

Quickly track and manage your clients with outstanding Engagement Letters, Invoices, and Organizers so you know who to take action on or follow up with. We will show you how you can use simple pipelines to track all your clients.

Rest easy at night, knowing your client’s returns are progressing as expected. No more surprise communications from clients that they completed their requested items weeks ago with no word from you.

How to ensure your clients pay their final invoice before you file their returns so you don’t spend your precious time following up on payments.

Here’s the  good news

Imagine having access to the industry’s best TaxDome experts to show you step-by-step how to leverage the powerful features of TaxDome with a few simple steps to save you 5 – 10 hours per week without needing to use complicated automation.

With minimal effort!

Wouldn’t it be AMAZING to learn how to leverage the full potential of TaxDome, revolutionizing your client management and delivering an exceptional client experience… All while saving your own time and energy?

When you purchase our Masterclass, you’ll receive:

Expert Guidance

On how to leverage TaxDome functionality that will help keep you organized and efficient this tax season.

Never-shared-before ideas

On how to use TaxDome in your practice so that you can work smarter and implement valuable tips and tricks across various services

Everything You Need

To build an automated pipeline in TaxDome…complete with templates that do the work for you! These include emails, tasks, and MORE!

Exclusive Access

To the 90-minute masterclass AND lifetime replay!

Join Our Co-Founder Jamie Gruol, MBA

To learn a  simple way to easily track your tax prep clients in TaxDome

Here’s What You Can Expect From This Masterclass:

You will walk away with a better understanding of how to use TaxDome in your practice operations.

Reduce your administrative effort this Tax Season and find yourself with more time for self care and time with your family.

Become an empowered user of TaxDome and learn to love the tool and what it can do for you and your clients.

Ensure your clients never fall in a crack and that you always ensure easy management of all your clients.

This simple, yet powerful tutomation Will Lead You One Step Closer To More Profit & Time Freedom In Your Practice!

TaxDome for the Tax Season

Save 5-10 hours a week with these hacks

One-time payment

$77 USD

Hey! We’re Jessica & Jamie!

We’re corporate gals turned automation experts and we’re passionate about helping tax professionals automate their practices for more profit and time freedom.

Jessica: After using TaxDome in her practice for over three years, Jessica is the genius behind the automation and pipeline that are included in this masterclass. Thanks to her automated practice, Jessica reached her goal to make six figures with just one part-time assistant and is living her dream life!

Jamie: Jamie is an expert in designing workflows that help people to work smarter, not harder. After working as a software implementation project manager for 10 years, Jamie used her talent for workflow management to co-found Workflows for Tax Pros and help Jessica bring automation to the masses.

A Few Tax Pros Who Can Vouch For Our Work:

Frequently Asked Questions

Will there be a replay if I can't make it?

Can’t join us live live Masterclass on Thursday, February 15 at 2:00 pm Eastern, 11:00 am Pacific for 90 minutes?

No worries! A replay will be sent out to all who register. You will have lifetime access to the training.

I am a true TaxDome beginner, is this for me?

We all have to start somewhere and something we are really good at is breaking down TaxDome and how it works so even you as a beginner can understand. Plus the Masterclass is live so we will be glad to answer any questions you have during the call.

And don’t forget stretching and learning are all part of the fun of life. So come and learn with us and find more efficiency in your small practice.

The W4TP Membership is like a coaching group for TaxDome users. When TaxDome launches a new tool or feature, we do the work of learning how to use the tool and how to incorporate it into a strategy. All YOU have to do is drop into our membership group to learn the ins and outs of the newest features. We also work constantly to find fixes and workarounds for bugs and other functionality issues that can sometimes happen while software is being developed in real time.

I am a W4TP member already. Can I join?

You bet! You will find all the details on our community calendar.

Because we value your time, do know you already have access to all these details in our W4TP curriculum so depending on your needs you might find this repetitive to other trainings we have provided.

Tax Dome for the Tax Season

Save 5-10 hours a week with these hacks

$77 USD