Workflows for tax pros
Masterclasses
Check out our library of past events that can help you leverage TaxDome with these unique workflows.
Workflows for tax pros
Masterclasses
Stress-Free Tax Season – The Ultimate Tax Season Client Communication Plan
Price: $197
During this Masterclass we will guide you in creating a foolproof plan and ready-to-go templates to ensure your clients are reminded of YOUR deadlines. Say goodbye to last-minute clients who think they are delivering on time because the Federal Tax Deadline is still a week away and cause you to have stressful conversations about extensions and their lack of understanding. We will guide you in creating the plan, provide you with powerful template emails, and help you execute it now to prepare for a peaceful tax season.
Mastering Compliance & TaxDome: Unlock the Confidence to Stay Compliant and Efficient—Even with Overseas Teams!
Price: $197
This masterclass is for tax professionals who want clear, actionable guidance to manage tax return information securely, streamline client interactions, and maximize the capabilities of TaxDome.
Mastering TaxDome: Strategies For Success In The New Reality of The “Balance Due” Client.
Price: $197
Our 90 minute masterclass on discovering how to save your clients from unpleasant tax season surprises while also BOOSTING your bottom line!
Save 5-10 Hours a Week With TaxDome!
Price: $77
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.
