3 Ways to automate your accounting business with TaxDome System | Workflow For Pros

Free Training for Tax Pros & Accountants: Automate 70% of your practice with one proven system 👇

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In just 15 minutes, discover the Freedom Framework that’s helped over 1,000 small tax and accounting practices streamline TaxDome, eliminate busywork, and reclaim their time. This is the first step to transforming your practice into a streamlined, scalable operation that supports your life, not the other way around.

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In this video, discover three powerful features of TaxDome that streamline your workflow:

✨Pipelines: Learn how to organize your client work efficiently using pipelines. Track progress seamlessly from start to finish, ensuring nothing falls through the cracks.

✨Conditional Logic: Explore the innovative use of conditional logic within pipelines. Automate tasks based on specific conditions, saving time and effort. Customize workflows to suit your unique business needs.

✨Tags: Uncover the benefits of utilizing tags in TaxDome. Categorize clients effortlessly and apply tailored actions with ease. Tags enhance organization and simplify client management, boosting productivity.

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About Workflows for Tax Pros:-

We’re Jamie Gruol and Jessica Smith, EA - co-founders of Workflows for Tax Pros. We help small-but-mighty tax and accounting practices automate their operations, protect their time, and finally enjoy running their businesses again.

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