12-month Signature Program
Streamline Your Tax Practice & Save 10+ Hours Every Week
Automate workflows to eliminate overtime, expensive hires, and client chaos – so you can grow profitably without sacrificing your nights and weekends.
12-month Signature Program
Streamline Your Tax Practice & Save 10+ Hours Every Week
Automate workflows to eliminate overtime, expensive hires, and client chaos – so you can grow profitably without sacrificing your nights and weekends.
Streamline Your Success and Unleash the Power of TaxDome With Workflows for Tax Pros
Streamline Your Success and Unleash the Power of TaxDome With Workflows for Tax Pros
Is this you?
You Want Your Time (And Life) Back
You Want An Amazing Client Experience
You Want Easy Client Tracking
You Want More Organization
You Want Streamlined Communications
The #1 Automation & Workflow Program for Tax Professionals and Accountants to Run a Profitable, Stress-Free Practice That Gives You More Time for What Matters.
Workflows for Tax Pros is the premier automation program designed exclusively for tax professionals and accountants who want to eliminate overwhelm, streamline their operations, and spend more time with their families – without sacrificing revenue.
With our proven 4-Step Automation Process, you’ll:
Set up your first fully automated TaxDome pipeline in 30 days or less, so you can reclaim your time, fast.
End the cycle of long hours and last-minute client chaos by automating client communication, document collection, and invoicing.
Stop working nights and weekends by implementing workflows that handle admin tasks for you – so you can finally enjoy evenings and quality time with your loved ones.
Grow your practice without adding stress or hiring a bigger team, freeing you to focus on what truly matters.
Less stress. More time. A tax or accounting practice that runs without you micromanaging.
Workflows for Tax Pros is more than just automation – it’s a complete system that helps you take back control of your business, protect your boundaries, and create a practice that supports your life, not the other way around.
Your tax practice should give you freedom, not burn you out.
Tax Pros • Accountants • CPAs • Bookkeepers • Tax Firm Owners
Automation with TaxDome is the only wayto increase your profit and time freedom in 2025.
Here are just some of the game-changing features TaxDome can bring to your practice:
Automated Pipelines
Streamlined Email Communication
Easily Track Client Work Progress with Automated Pipelines
Without manual admin tasks weighing you down, you can focus on delivering the high-quality service your clients love.
Standardized Client Experience
Templated Engagement Letters
Integrated Billing Processes
Streamline Client Documentation Gathering
Workflows for Tax Pros Overview
How We’re Different FromTaxDome
(And Why We’re the Only Solution for Small Practices)
If the free content on YouTube, Google, and TaxDome Bootcamps actually worked, every tax pro would be running a fully automated, stress-free practice – and you wouldn’t be here.
Yet, despite TaxDome’s built-in tools, most small practice owners are still buried in manual work. Why?
Because software alone doesn’t solve your workflow problems, and most advice out there isn’t built for small practices.
Here’s what everyone else gets wrong:
Generic “how-to” content that only scratches the surface – without a roadmap for your unique practice needs.
One-size-fits-all setups that don’t account for small practice realities like client resistance, team workflows, or scalable automation.
Templates that aren’t built for real-world implementation, leaving you with more confusion and wasted time.
Here’s What You Get with Workflows for Tax Pros (That You Won’t Get Anywhere Else):
We don’t just teach TaxDome - we make it work for you.
Our proven done-for-you TaxDome workflows take the guesswork out of automation, so you can stop tweaking settings and start saving 10+ hours a week, immediately.
We bridge the gap between tech and real tax practice operations.
This isn’t just about automation – it’s about creating a business model that works. We help you standardize your practice, streamline every client interaction, and set up workflows that actually support your revenue growth.
We know the realities of small practices.
Unlike generic tutorials, our system is built for lean teams, solo practitioners, and side hustlers, not enterprise firms. We show you exactly how to automate without losing the personal touch that keeps your clients loyal.
Ongoing expert support (not just a help desk).
With TaxDome, you get software. With Workflows for Tax Pros, you get strategy, implementation, and coaching from experts who have helped over 1,000 tax professionals scale successfully.
Bottom line?
TaxDome is a tool. Workflows for Tax Pros is the solution. If you want an efficient, profitable, and scalable practice – without trial-and-error or wasted time – this is the only place to get it.
Check out these incredible results
Expand each to read more.
Edwin Casanova, CPA Streamlined 800+ Clients & Boosted Profits w/o Hiring
“Workflows for Tax Pros completely revolutionized our practice. As a husband-and-wife team managing over 800 clients, our previous process involved endless in-person meetings, constant interruptions, and little-to-no work-life balance. We knew automation was essential but didn’t fully realize its power until we joined Workflows for Tax Pros.
Implementing their proven templates and automated pipelines immediately streamlined our tax season preparation. Client returns were processed in record time, and our entire client experience dramatically improved. Organizers replaced exhausting face-to-face meetings, helping us ensure every return was accurate without relying on memory alone.
The results speak for themselves: our efficiency soared, we reclaimed more than 10 hours each week, and our profits jumped by over 30%. Our evenings and weekends are finally ours again, without needing expensive new hires. Joining Workflows for Tax Pros is hands-down the best investment we’ve made – it truly unlocked the full potential of TaxDome for our practice.”
Alison Green Works Just 4 Days a Week & Nearly Tripled Her Profit!
“Before Workflows for Tax Pros, I was drowning in repetitive tasks—sending the same emails, password-protecting attachments, chasing payments, signatures, and approvals. I spent hours each evening buried under admin work.
But after joining Workflows for Tax Pros and setting up streamlined TaxDome pipelines, my practice transformed completely. Now, my clients enjoy a secure, user-friendly portal, my admin workload is dramatically reduced, and my Google reviews reflect their satisfaction. This has allowed me to confidently take on more clients—and for the first time ever, I’m turning new clients away by choice, not by capacity.
If you’re hesitant, don’t be. Workflows for Tax Pros paid for itself within the first few months and left me feeling calm, organized, and in control—especially during tax season. Instead of piles of files, I have a clear pipeline that keeps everything effortlessly on track.
My practice’s profit nearly tripled, jumping from $33K to $91K. Joining Workflows for Tax Pros was one of the best decisions I’ve ever made!”
Bridget C. Made Consistent Profit While Working Less With Fewer Clients
“Workflows for Tax Pros completely transformed my practice. Before joining, I was drowning in client work, constantly overwhelmed, and struggling to keep up. I knew something had to change.
Now, with W4TP and TaxDome, I have total clarity and control over my workload. One click, and I know exactly where every client stands. My processes are streamlined, my stress is gone, and best of all—I have my life back!
I can take on more clients without extra effort, and my practice now runs like a well-oiled machine. If you want to impress your clients while working smarter, not harder, this program is a game-changer!”
Kim S. Built Smarter Systems & Grew Her Profit by 60% - Without Hiring
“As a one-woman business, it was difficult to keep up with the administrative tasks in my practice. I tried using TaxDome on my own before finding Jamie and Jessica, but it was not efficient.
With Workflows for Tax Pros, I was able to understand TaxDome and create my own custom workflows. Thanks to my optimized operations, my profit skyrocketed by over 60% in the very first year.
Now I can focus on the actual work and accept new clients without anyone falling through the cracks!”
Bette Wagner from Paper Chaos to Peaceful Automations
“The chaos of my paper-based practice was exhausting. My office was buried in files, Post-it notes covered my desk, and I spent way too much time searching for client documents instead of actually getting work done.
Then I found Workflows for Tax Pros, and everything changed. With TaxDome and the proven workflows from Jamie and Jessica, I now have a fully streamlined system. I log in and instantly see where every client is in the tax prep process—no more hunting for notes or second-guessing what needs to be done.
The reusable emails, automated follow-ups, and organized workflows save me countless hours every week. Now, I’m working smarter, not harder – keeping the same profit while serving 25 fewer clients. And the best part? Less stress, no paper clutter, and finally feeling in control of my practice.”
Katie Conley Built a More Efficient Team & Added $100K in Revenue
“Before Workflows for Tax Pros, our practice was chaotic and inefficient. We were constantly duplicating work, misplacing documents, and struggling to keep track of client progress across multiple software tools. Our biggest problem? Returns getting stuck in the process and not knowing exactly where things stood.
That all changed when we joined Workflows for Tax Pros. The proven workflows and automation strategies helped us eliminate manual tracking, streamline our client process, and confidently manage more returns—without things slipping through the cracks.
Now, every team member knows exactly where a client’s return is at all times, and we’ve increased our client capacity, raised our prices, and expanded our team from 4 to 11 employees. Most importantly, we’ve added $100,000 in gross revenue, all while working more efficiently and with less stress.
If you think W4TP is expensive, it pays for itself in just a few tax returns—and the time saved is priceless. This program is a no-brainer if you want to grow your business while making your life easier!”
Workflows for Tax Pros: The Ultimate TaxDome Automation Program
for High-Performing Tax Professionals & Accountants
Picture this…
It’s April 10th, and instead of scrambling to track down missing documents or chasing last-minute payments, you’re wrapping up early, sipping your favorite drink, and enjoying dinner with your family – completely stress-free.
Your inbox? Quiet.
Your client work? On track.
Your business? Thriving.
You wake up each morning to a practice that runs smoothly on its own, with automated workflows handling client communication, document collection, and invoicing – without you having to lift a finger.
Your team knows exactly what to do, your clients follow a seamless, well-structured process, and you finally have the space to think strategically, grow your business, and take well-earned time off.
This isn’t a dream. This is what’s possible with Workflows for Tax Pros.
Your practice should give you Freedom, Not Burnout
Hundreds of tax professionals and accountants have already escaped the cycle of overwork, stress, and manual tasks – and built highly profitable, low-touch practices with our proven TaxDome automation system.
Now it’s your turn.
If you’re ready to stop working late nights, reclaim your time, and build a business that supports your life instead of consuming it…
Then it’s time to join Workflows for Tax Pros.
Here’s What You Get Inside Workflows for Tax Pros:
TheOnlyTaxDome Program Designed for Small Practices
Tired of figuring it all out on your own? Workflows for Tax Pros gives you the exact systems, automations, and expert support you need to streamline your tax practice, eliminate admin work, and create a more profitable, stress-free business.
Instant Access to Our Done-for-You TaxDome Workflows
No more guesswork – our pre-built, optimized pipelines are uploaded straight into your TaxDome, so you can start saving 10+ hours a week immediately.
The Fast Track to Automation
Follow our proven framework to set up TaxDome the right way from day one for your small practice. We show you exactly how to learn, master, automate, and scale so you never waste time on trial and error.
Unlimited Expert Reviews & Support
Your practice isn’t one-size-fits-all, and neither is your automation. Get personalized feedback from our experts through on-demand pipeline reviews, real-time bug fixes, and best-practice optimizations inside our private community.
The Ultimate Tax Prep Workflow
Combine individual and business clients into one streamlined pipeline, reducing chaos and keeping you in control – even during peak season. Learn how to modify workflows to fit your exact needs.
Get Paid Before Filing Returns
Stop chasing payments. Our cash flow optimization strategies show you how to secure deposits upfront and lock documents behind invoices—so you get paid before a single return is filed.
Scale Without More Work - Increase Re-Signs & Referrals
Deliver a white-glove client experience without doing more work. Our automated and personalized workflows keep clients engaged, informed, and impressed—leading to more referrals and repeat business.
A Quieter Inbox, Fewer Client Questions
Our breadcrumb communication method anticipates client questions before they ask. By automating proactive updates and instructions, you’ll stop answering the same emails over and over again.
The Return Reveal Process: Eliminate Time-Wasting Client Meetings
Face-to-face tax return reviews? Not anymore. Our asynchronous Return Reveal System allows you to clear your calendar without sacrificing client relationships.
Master Your Business Systems
TaxDome is just a tool – we help you turn it into the engine of your business. Learn how to optimize your workflows, manage clients efficiently, and build a practice that runs without you micromanaging every detail.
This Is Just The Tip Of The Iceberg…
Workflows For Tax Pros will have a positive impact on your practice for years to come.
Save Time and Money With Workflows for Tax Pros
The ROI of Workflows for Tax Pros
87% of our members reduced at least 5-10 hours of admin work per team member per week.
At an average rate of $25 per hour, that’s an instant savings of $6,500 to $13,000 per year – per team member.
For a 40-hour workweek, this means your team is freeing up 12.5% to 25% of their time – without adding more staff, working longer hours, or sacrificing client service.
More efficiency. More profit. More time freedom.
This isn’t just automation – it’s an investment that pays for itself over and over again.
Workflows for Tax Pros is more than just a course.
It’s a whole new way of running your practice.
Think of it as your new operating system.
Just like AI, automation is changing the tax and accounting industry in MASSIVE ways.
Here’s the truth:
Run your practice more efficiently and enjoy the freedom and profit that you deserve.
So what specific improvements will help you achieve HIGHER profits?
Done-for-You Templates + Hands-On Guidance to Help You Automate Faster
Done-for-You Templates + Hands-On Guidance to Help You Automate Faster
No more wasted hours figuring out automation. We’ve done the hard work for you – get the templates, tools, and expert support to build a practice that runs smoothly (without working overtime). When you join, you get access to our proven processes, including:
Done-for-You TaxDome Pipelines
Get instant access to New Lead Onboarding, Tax Preparation (Individual & Business), and Recurring Bookkeeping so you can start optimizing your practice from day one.
1:1 Automation Session
Kickstart your automation journey with a personalized session to ensure your setup is smooth and strategic.
Structured Client Transition Plan
Expert Business Tips And Tricks
We’ve tested every TaxDome strategy so you don’t have to waste time figuring it out. Inside W4TP, you’ll get exclusive, creative ways to use TaxDome that you won’t find anywhere else.
Unlock TaxDome’s full potential with expert tips, workarounds, and automation strategies proven to save time, increase profits, and simplify your practice. No guesswork, just what works.
Private Online Community
Live Open Office Hours
Access To All Past Recordings
New Feature Support
When large features are released, we give you all the details on how to leverage them. We’ll also share operational changes or considerations you need to make informed decisions.
On Demand Pipeline Reviews
Get our expert eyes on your workflows with unlimited on-demand pipeline reviews. Let us provide you with direct feedback on the strategy and pipeline automations in your TaxDome to ensure you achieve your goals faster.
Quarterly Operations Hours
Get insider access to what’s working NOW in a thriving, highly profitable tax practice with our Co-Founder Jessica Smith, as she shares real-time insights, strategies, and optimizations straight from her own practice.
Our Perfect Combination of Mindset And Systems Will Help You Create A Profitable Practice…
...And You’ll Learn Powerful Strategies to Maintain Your Business Without Experiencing Scope Creep.
Bonus #1: The Automators Club – Optimize, Scale, and Profit
Complete your first automated pipeline and unlock exclusive access to the Automators Club, where you’ll refine, optimize, and scale your TaxDome workflows for maximum efficiency and profit.
Inside, you’ll get:
Advanced Training & Optimization – Master Step 4: Optimize Workflows for Profit, customize pipelines, and leverage TaxDome’s advanced features to streamline operations.
Exclusive Strategy Sessions – Access Quarterly Operations Hours with Jessica Smith, EA, and Workflow Design Labs with Jamie Gruol, MBA to see pipeline creation in action.
Unlimited On-Demand Pipeline Reviews – Get expert feedback anytime to ensure your automation runs smoothly and profitably.
W4TP Pipeline Template Pack (20+ Ready-to-Use Templates!) – Automate every key workflow in your practice without starting from scratch.
Bonus #2: More Profit-Boosting Pipelines - Proven to Save Time & Increase Revenue
Automation isn’t just about efficiency – it’s about maximizing profits while working less. That’s why, on top of our core New Lead Onboarding, Tax Prep, and Recurring Monthly Bookkeeping pipelines, you’ll also unlock a library of advanced, revenue-generating templates that take your practice to the next level.
These aren’t generic workflows – you’re getting tested, high-performing pipelines that help you manage complex services with ease, increase client retention, and add new revenue streams without adding more hours to your workload.
nside Workflows for Tax Pros, you’ll gain access to templates that eliminate admin headaches and open new profit opportunities, including:
Tax Notice Management & Monitoring – Stay ahead of client tax notices with automated tracking and proactive communication that reinforces your value year-round.
Mid-Year & Year-End Reviews (Revenue-Boosting) – Easily offer advisory services to help clients plan ahead while creating an additional revenue stream.
Multi-Year Tax Clean-Up Projects – Turn overwhelming backlogged tax prep into a streamlined, step-by-step process that keeps clients accountable and makes your job easier.
Sales Tax (Single & Multi-State) – Simplify complex state reporting with workflows designed to track deadlines, automate reminders, and keep everything organized.
Bookkeeping Diagnostic & Clean-Up – Scope, price, and execute clean-ups efficiently – without messy handoffs or unpaid extra work.
Payroll Year-End & 1099 Processing – Eliminate manual tracking and missing paperwork by automating W-2s, 940s, and 1099s, ensuring compliance without last-minute stress.
And more… – We are adding to our template pack each month with our Workflow Design Lab where we produce the workflows needed as requested by our community.
These pipelines aren’t just about making work easier – they’re about making your practice more profitable, scalable, and stress-free.
Bonus #3: Done-for-You Client Resources to Elevate Your Brand & Service
First impressions matter, and so does making your client experience seamless and stress-free. That’s why we’re giving you a collection of professionally designed, client-friendly Canva templates that help you stand out, simplify communication, and create a polished, high-value experience for your clients.
Brandable Proposals – Present your services with confidence and professionalism using customizable proposals that showcase your expertise and make closing new clients effortless.
1099 Assistance Manual – Save time answering the same contractor tax questions by giving clients a beautifully designed guide that walks them through the 1099 process follow-ups.
Social Media Post Templates – Stay visible and build trust without spending hours creating content. These done-for-you posts position you as the go-to expert in your field.
Give your clients a high-end experience, streamline your communication, and reinforce your brand – without the extra work.
You don’t have to figure it all out alone.
With 12 months of access to done-for-you templates, live expert support, and step-by-step training, you’ll confidently automate, optimize, and scale your practice. No guesswork, just proven systems and expert guidance to help you work smarter, not harder.
Our Guarantee
We’re not just giving you the tools – we’re here to make sure you succeed. At Workflows for Tax Pros, our guarantee is simple: if you show up, do the work, and still need help, we won’t leave you hanging.
Support Until You Win!
Personalized Help
Pipeline Review
Have any of your pipelines reviewed by our expert team! We’ll give you custom recommendations for automation in a way that best supports you and your practice.
We’re always here for you!
The Investment
Get instant access to the program and community when you sign up.
Workflows for Tax Pros
$3,997
3 Signature Done-for-you Pipelines
1:1 Onboarding Session: 30 Minutes
Live Weekly Group Open Office Hours + Private W4TP Community
1:1 Personalized Support Sessions
On-Demand Pipeline Reviews
12 Month Access to Workflows for Tax Pros Course
VIP W4TP
$7,500
Everything in W4TP, plus:
4 Months of High-Touch Implementation
60-Minute Strategy Call with Jamie
Personalized Automation Build
4 Months of Private Slack Support
2x Monthly 1:1 Calls with Jamie
Only 3 Slots Per Month
Custom Solution
$20,000+
Custom Built to Meet Your Needs
1:1 Onboarding Session: Full Day
All W4TP Support + 6 Months Private Slack Channel
Custom to Your Needs
On-Demand Pipeline Reviews
12 Month Access to Workflows for Tax Pros Course
3 Spots Available Per Year
Workflows for Tax Pros
8 payments of
$567 / month
3 Signature Done For You Pipelines
1:1 Onboarding Session: 30 Minutes
1:1 Onboarding Session: 30 Minutes
Live Weekly Group Open Office Hours + Private W4TP Community
1:1 Personalized Support Sessions
On-Demand Pipeline Reviews
12 Month Access to Workflows for Tax Pros Course
VIP W4TP
4 payments of
$2,000 / month
Everything in W4TP, plus:
4 Months of High-Touch Implementation
60-Minute Strategy Call with Jamie
Personalized Automation Build
4 Months of Private Slack Support
2x Monthly 1:1 Calls with Jamie
Only 3 Slots Per Month
Custom Solution
4 payments of
$5,250 / month +
Custom Built to Meet Your Needs
1:1 Onboarding Session: Full Day
All W4TP Support + 6 Months Private Slack Channel
Custom to Your Needs
On-Demand Pipeline Reviews
12 Month Access to Workflows for Tax Pros Course
3 Spots Available Per Year
Who the heck are Jamie & Jessica and how did they become TaxDome experts?
It’s a cool story actually…
Workflows for Tax Pros was founded in 2021 by Tax-pert Jessica Smith and Systems Implementation Specialist Jamie Gruol.
As an Enrolled Agent struggling to manage a growing list of clients…
Jessica turned to TaxDome to automate her client management processes.
After designing POWERFUL workflows that gave her the time, freedom, and flexibility to create her dream life…
Jessica reached a six-figure income working just 30 hours a week…
During tax season! 🤩
About that same time, Jessica responded to a friendly market research post from Jamie in a Facebook group of 35k entrepreneurs.
After a conversation about babies, business, and dreams…
The two parted as fast friends.
Jessica was intrigued by Jamie’s expertise in workflow and systems set up and threw out a CRAZY idea…
What if Jamie learned about TaxDome and helped others set up their own automated workflows alongside her?
The Workflows For Tax Pros brand was born and since that fateful moment…
We’ve been positively impacting hundreds of Tax Professionals all across the USA and Canada.
Jamie Gruol, MBA
Workflow Expert
Jamie brings over a decade of experience as a Software Implementation Project Manager and has her undergrad degree in accounting with an MBA.
With her mechanical mind, she shows you EXACTLY how to transform your current processes into efficient, fully-automated systems.
And by using the unique project management systems that she’s developed over the years…
Jamie helps you break everything down into bite-sized chunks that make setting up your TaxDome tool easy peasy!
Jamie is a mama of two and lives in Vermont with her husband.
Jessica Smith
Enrolled Agent
Also known as America’s TaxDome Sweetheart…
Jessica has been using TaxDome in her practice for over three years and is the genius behind many of the processes and templates that are included in the Workflows For Tax Pros program.
Thanks to her automated practice, Jessica just had her most profitable year yet and was able to EASILY process over 300 returns working only 30 hours per week (even during busy season!)
She reached her goal to make six figures with just one part-time assistant and is doing EXACTLY what YOU want to be doing…
Working less and making more! 🙌
Jessica lives in Boise, Idaho with her husband and is a mama to 3 children.
Frequently Asked Questions
Is TaxDome Right for Your Tax or Accounting Practice?
Yes! TaxDome is transforming the industry, from solo tax pros to multi-partner firms. It automates client communication, document requests, invoicing, and follow-ups, so you can work smarter, not harder.
With TaxDome, you’ll streamline workflows, eliminate admin overload, and get paid faster.
As a Workflows for Tax Pros partner, we have an exclusive offer: Sign up for a TaxDome demo using our link, and after purchasing your first paid license, you’ll GET THREE FREE MONTHS on us.
What If I’m New to Owning a Tax Practice?
First off—congratulations on starting your own business!
Starting with automation from day one is one of the smartest moves you can make. We’ve seen that around 30-50 clients is when solo practitioners start feeling overwhelmed trying to track and manage everything manually. That’s exactly when you should start implementing systems that support growth—before stress takes over.
Most tax professionals never receive formal training on operations or automation, yet these are the very things that determine whether a practice scales smoothly or chaotically. That’s why Workflows for Tax Pros is designed to give you a turnkey system that eliminates inefficiencies and helps you scale with ease.
When you join, you’ll get plug-and-play TaxDome pipeline templates, complete with pre-built emails, client messages, organizers, task automation, and optimized workflows—all designed to keep your practice running efficiently from the start.
These templates are built from insights gathered from 1000+ tax and accounting practices, allowing you to skip the trial-and-error and implement what actually works.
Many of our members came from (or still work in) larger firms and wanted to set up their side hustle for success from day one. With the right systems in place, you can turn your practice into a profitable, full-time business—without the growing pains.
How Long Will It Really Take to Automate My Practice?
Your timeline for automation depends on your starting point and familiarity with software, but most of our members complete their first automated TaxDome workflow in just 10-15 hours by following our step-by-step system.
To put this into perspective, our co-founder Jessica Smith, EA, spent over 100+ hours figuring out how to fully automate her first Tax Prep pipeline back in 2020. We’ve streamlined the process so you don’t have to start from scratch. With our proven framework, you’ll be able to implement automation quickly and efficiently—without the frustration of trial and error.
If you’re already using TaxDome and are highly motivated, you can expect to have your first pipeline up and running in as little as 5-6 hours. If you’re new to TaxDome, your setup will take a bit longer as you migrate clients, customize settings, and learn the platform—but we’ll walk you through each step.
For most busy professionals, a realistic approach is to dedicate 3-5 hours per week for four weeks to complete the course modules, set up TaxDome, and launch your first prioritized workflow. From there, automation gets faster and easier as you gain confidence, refine your processes, and stack additional pipelines—unlocking even more profit and time freedom in your practice.
The sooner you start, the sooner your practice starts working for you.
What If I Want You to Handle the Automation and Setup for Me?
You don’t need a full custom setup to start seeing results. Workflows for Tax Pros gives you everything you need to quickly automate your most critical workflows – without the complexity or high cost of a full custom build.
When you join, you’ll get three essential, done-for-you TaxDome pipelines that provide immediate time freedom and efficiency:
✔ New Lead Management – Streamline your onboarding and never lose a potential client.
✔ Tax Preparation – Automate client communication, document collection, and task tracking.
✔ Recurring Bookkeeping – Stay on top of monthly bookkeeping without manual follow-ups.
These pipelines are built from real-world experience working with over 1,000 small practices, so you’re not starting from scratch. We’ll customize them to fit your business and guide you through using them with step-by-step training and expert support.
Once you have these core systems in place, you’ll gain confidence in automation and be able to refine your workflows based on your specific needs. As your practice evolves, you have two options for adding more automation:
✅ Use our pre-built templates – We provide a full library of 20+ tested TaxDome pipelines so you can easily build out additional workflows on your own.
✅ Upgrade to our Done-for-You Setup – For a small fee, our team can build additional pipelines for you, ensuring every workflow is optimized for efficiency.
Automation is only as effective as your ability to manage it. Whether you’re a solo practitioner or a small team, someone – often the owner – needs to understand TaxDome to maximize efficiency and growth.
That’s why Workflows for Tax Pros isn’t just about setup – it’s about mastery. Our training and expert support ensure you have the skills and confidence to optimize your systems without relying on expensive consultants.
You don’t need a fully custom setup—you just need the right workflows in place. Workflows for Tax Pros gives you the tools, training, and expert support to make automation simple, scalable, and stress-free.
Is the course self-paced?
Yes! Workflows for Tax Pros is a self-paced group program, allowing you to implement automation on your own schedule. But that doesn’t mean you’re doing it alone.
We provide ongoing expert support and accountability to ensure you stay on track and make consistent progress toward your automation goals. Whether you need guidance, troubleshooting, or strategic advice, you’ll have access to:
✅ Weekly live office hours – Get real-time answers to your questions from our experts.
✅ On-Demand Pipeline Reviews – Receive direct feedback on your workflows to optimize efficiency.
✅ A thriving community of tax professionals and accountants – Learn from others who are building streamlined, profitable practices just like you.
You’ll have 12 months of access to the course, community, and expert support—with the opportunity to continue beyond that as you refine and expand your TaxDome workflows. Plus, as TaxDome continues to evolve, we’ll be here to help you implement new features and continuously optimize your systems so your practice runs smoother every year.
You set the pace, we provide the support.
Will the course be updated as changes are made to TaxDome?
Our current member’s favorite feature, though, is that as new enhancements come out from TaxDome (which they do often), we evaluate these changes and provide expert guidance on if or when they should consider implementing them into their TaxDome system and when they do we give step-by-step on how to implement into their current systems without the headache of trial and error. There is no other TaxDome support out there offering this powerful service.
If you ever find changes in the tool, we invite you to share with us by email at hello@workflowsfortaxpros.com, and we will update the materials.
Does Workflows for Tax Pros Include 1:1 Support?
Workflows for Tax Pros is a group-based program, designed to provide expert guidance, real-time support, and a collaborative learning environment tailored exclusively for small tax and accounting practices. We’ve found that members gain incredible value from hearing real-world solutions, making group coaching a powerful tool for success.
Unlike general support from TaxDome, every piece of guidance you receive in W4TP – whether in our course materials, live sessions, or community discussions – comes from a team of experts who have 3-5+ years of experience implementing our proven automation methods. Our entire focus is on small practice operations, ensuring that every response is strategic, relevant, and immediately applicable to your firm.
Here’s what’s included in the program.
✅ Expert-Led Weekly Open Office Hours – Every Thursday at 12:00 PM Eastern.
✅ Monthly Workflow Design Labs – Deep dive into strategies and workflows to meet your needs on the second Wednesday of each month at 1:00 PM Eastern.
✅ Quarterly Operations Hours with Jessica Smith, EA – Insider insights on the second Thursday at 1:00 PM Eastern in May, August, November, and January.
✅ Unlimited On-Demand Pipeline Reviews – Submit your workflows for expert feedback & optimization.
✅ Private Members Only Community – Get real-world answers from automation experts who specialize in small tax practices.
✅ Automated Operations Course & Templates – Proven systems built for efficiency and profitability.
While 1:1 direct support is not included, our members have access to unlimited On-Demand Pipeline Reviews, where our team provides customized strategy recommendations for maximum efficiency, profitability, and time freedom.
For those who need personalized, hands-on support, we offer limited 1:1 paid support options exclusively for members, based on availability.
Unlike TaxDome’s general support team, we don’t just help you use the software—we show you how to build a thriving, streamlined practice using automation that actually works.
What’s the Difference Between Workflows for Tax Pros and VIP W4TP?
Both Workflows for Tax Pros (W4TP) and VIP W4TP provide the proven automation systems, expert support, and done-for-you TaxDome templates to help you streamline operations and scale your practice with ease. However, the VIP W4TP program is designed for tax professionals and accountants who want deeper, more personalized support and a fast-track experience to full automation.
With W4TP ($2,497), you’ll receive:
3 Signature Templates to automate your most essential workflows.
A 30-minute 1:1 onboarding session to kickstart your automation.
Live weekly group open office hours + private W4TP Facebook group for expert guidance.
On-Demand Pipeline Reviews to get expert feedback on your workflows.
12 months of access to the W4TP course to help you master automation at your own pace.
If you’re looking for even more hands-on support and customization, VIP W4TP ($5,000) includes everything in W4TP, plus:
8 Signature Templates – Automate more processes from the start.
A 45-minute 1:1 onboarding session for a deeper, more tailored setup.
90 days of private Slack channel support for direct access to our expert team.
Two 60-minute 1:1 personalized support sessions to work through your biggest automation needs.
Both options provide everything you need to optimize your practice – VIP simply accelerates your success with deeper support.
Still unsure which is right for you? If you want extra guidance, accountability, and personalized strategy sessions, VIP is your best choice. If you prefer a structured, expert-led program with group support, W4TP will still get you fully automated and optimized.
If I have questions about TaxDome do I come to you or to the customer support at TaxDome?
Have a bug or an issue with a feature or tool in TaxDome – go to them.
TaxDome support is AMAZING, and they can help you use the tool, though they are not often familiar with how Small Practice operations work.
If your questions are operations-based or leveraging the tool to meet a specific need, bring them to Workflows for Tax Pros, as we excel in supporting these and can give you creative and efficient ways to use the TaxDome system.
We offer loads of support, including our weekly Open Office Hours sessions and our Private Community. There, you can post a question, and not only will our team of experts respond, but you will likely get insight from our other members who are a few steps ahead of you about what worked for them in their practice.
Plus, we offer Unlimited On-demand Pipeline reviews, during which our team will evaluate and provide feedback and optimization opportunities on your TaxDome pipelines. This allows you to ensure the tool will work as you expect.
Our goal with W4TP is to provide you with consistent, expert support in using TaxDome in your small practice operations, helping you progress forward towards more profit and time freedom with automation.
I Have a Team of 7 or More - Is This Program Right for Us?
We have had practices of all sizes join our program and find massive value.
The Workflows for Tax Pros program and our support allow your TaxDome Super User (our term for your TaxDome administrator) to have the support they need to set up systems that will work best for your practice. Your TaxDome administrator could be an admin, staff member, owner, or partner, but this person should be comfortable with technology and interested in managing your TaxDome systems, supporting your team, and staying on top of your organization’s needs and how TaxDome can be leveraged for ultimate efficiency.
This is where our Workflows for Tax Pros program comes in. Consistent expert support is invaluable to your TaxDome Super User when the inevitable questions pop up. We can help them leverage the TaxDome features to create automated workflows that serve your practice long-term.
Do you offer refunds?
Love it or leave it. Your satisfaction with the Program is important to us. If you don’t see the massive value of our program immediately, we will gladly refund your Program fee when you notify us within the first three days of signing up. After that window there are no refunds for any reason.
You can learn all the details in our Terms and Conditions here.
Workflows for Tax Pros is designed to be a life-changing experience.
One that empowers you to automate and streamline your entire practice with TaxDome.
By expanding your automation skills and knowledge, you can finally start enjoying the profit and time freedom that you deserve.
The best part is that you don’t have to be a tech wiz to reap the benefits…
W4TP is perfect for automation newbies and current TaxDome users.