Why work with our team?

We’re transforming our clients’ lives & businesses with strategic automation.

Why work with

our team?

We’re transforming out clients’ lives & businesses with strategic automation.

Join Our 12 Month  signature Program 

Join our exclusive program to unlock more profit in your small practice! Our 12-month signature program is where the tax and accounting world's leading experts teach you how to build out your end-to-end automated system. Don't miss this opportunity to transform your business and your life! 

We are the industry’s #1 experts in tax firm operations, client experience, and automations.

With thousands of hours of experience between us, we have developed dozens of creative and innovative ways of using TaxDome to build thriving, profitable businesses that don’t cause extreme overwhelm.

Living in a digital world means wasting time on admin tasks and retyping the same content again (and again!) should be a relic of the past.

Yet we see so many tax & accounting firms struggling to grow into technologically advanced companies.

Many start out as small practices that build a reputation on providing exceptional customer service that so many businesses are lacking in today’s busy world.

But as these firms grow, professionals find themselves scrambling to keep with their workload, continually playing catch up while important details, potential customers, and even established clients start falling through the cracks.

The boutique business begins falling apart. Why? Because it lacked the efficient systems and processes that ensure sustainable growth.

The boutique tax business begins falling apart. Why?

Because it lacked efficient systems and processes that make growth sustainable.

Building a digital practice means opportunity to grow without overwhelm. Transitioning to a digital practice means greater efficiency for everyone.

Digital tools do the heavy lifting for you, while access to a convenient digital client portal enhances your client’s experience.

When you have the right systems in place, you can build the business and life you actually want.

And that’s our dream for you.

Who We Are

We are Jamie and Jessica, a systems processes expert and an Enrolled Agent + tax expert who share a vision to help tax practitioners work smarter through digital innovation.

Working with us allows you to recoup your most valuable asset of all — your freedom of time.

What We Represent

Since we launched in 2021, we’ve helped more than 700 clients grow their businesses with the power of TaxDome workflows and automations.

Our goal is to continue innovating in the digital tax practice space so tax professionals can work smarter, not harder, while growing their businesses into the future.

More clients and more  revenue.

“Workflows for Tax Pros did ALL of the heavy lifting for me! Thanks to my fully customized TaxDome system, I could easily serve 250 tax prep clients this year while 2X’ing my quarterly revenue!”

– Brandy Best
Best Fit CPA

Our Core Products and Services

Ready-Made Templates

Designed to help you start using TaxDome automations today.

W4TP: The Program

Learn TaxDome strategies to grow your business, make more profit, and buy back your time.

Media & Speaking Engagements

New Money Summit

December 18th – 20th, 2023 

TaxBusters! Panel featuring Jessica Smith, EA, Co-author of Tax MythBusters: Don’t Fall Prey to the Tax Misconceptions

California Society of Enrolled Agents

October 19, 2023

Intro to Tax Practice Efficiency Automations, Jessica Smith, EA Co-Founder of Workflows for Tax Pros.

Webinar: Translating IRS Transcript Analysis

September 19, 2023

Tax Practice Pro Continued Education Provider

NATP Taxposium

July 24, 2023

Leveraging TaxDome Automations to Enhance your Client Experience featuring Jessica Smith, EA and Co-Founder of Workflows for Tax Pros

Tax Boss Awards Gala

June 24, 2023

WINNER of Enrolled Agent of the Year for 2023

Tax Boss "Let's Talk About Taxes"

June 23, 2023

Expo Booth, Workflows for Tax Pros

Less Stress with the IRS: Automation, Compliance, and How to Stay out of Trouble

DECEMBER 16-17, 2022

Leveraging TaxDome Automations to Enhance your Client Experience featuring Jessica Smith, EA and Co-Founder of Workflows for Tax Pros

Tax Besties Get Tax Season Ready

December 6, 2022

Leveraging TaxDome Automations to Enhance your Client Experience featuring Jessica Smith, EA and Co-Founder of Workflows for Tax Pros

Idaho Association of Tax Consultants

NOVEMBER 10, 2022

Get Tax Season Ready – Embracing Automations featuring Jessica Smith, EA of Tax Savvy Jessica, LLC

Idaho Association of Tax Consultants

SEPTEMBER 20, 2022

Tax Bites – Mid-Year Review featuring Jessica Smith, EA of Tax Savvy Jessica, LLC

Idaho Association of Tax Consultants

SEPTEMBER 13, 2022

Tax Bites – Benefits of S-Corporation Election featuring Jessica Smith, EA of Tax Savvy Jessica, LLC

Taking Your Firm Virtual

AUGUST 2-4, 2022

From To-Do to To Done featuring Jessica Smith, EA and Co-Founder of Workflows for Tax Pros

AICTP Annual Conference

AUGUST 1-3, 2022

Leveraging TaxDome Automations to Enhance Your Client Experience featuring Jessica Smith, EA and Co-Founder of Workflows for Tax Pros

Free 5-Day Business Bootcamp

JULY 12-16, 2021

Day 3 Finances: Set Yourself Up for Success featuring Jessica Smith, EA of Tax Savvy Jessica, LLC

Small Biz Rehab Virtual Workshop

OCTOBER 25, 2020

Avoiding Tax Trouble and Learn Best Tax Practices Keynote Speaker Jessica Smith, EA of Tax Savvy Jessica, LLC

Level Community Organization Morning Mind fuel

FEBRUARY 21, 2020

Tax and Financial Planning for Entrepreneurs featuring Jessica Smith, EA of Tax Savvy Jessica, LLC

Level Community Organization Morning Mind fuel

FEBRUARY 20, 2021

Tax and Financial Planning for Entrepreneurs featuring Jessica Smith, EA of Tax Savvy Jessica, LLC

Feminine Frequency Conference

JANUARY 18, 2020

Tax and Business Planning with Jessica Smith, EA of Tax Savvy Jessica, LLC

Confetti Conference

SEPTEMBER 9-11, 2019

Tax and Business Planning with Jessica Smith, EA of Tax Savvy Jessica, LLC

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.