How to improve client experience with TaxDome?
Автор: Workflows for Tax Pros
Загружено: 2024-06-04
Просмотров: 1272
Free Training for Tax Pros & Accountants: Automate 70% of your practice with one proven system 👇
🔗 https://workflowsfortaxpros.com/free-...
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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Automation with TaxDome can revolutionize your client experience and streamline your operations.
Let me share a story with you. A few years back, I (Jamie) had a CPA who did our returns.
He was a great guy, but the process was a nightmare. Each year, we got paper packets and had to drop off our docs at the office because they didn't have a portal.
It was a 45-minute drive each way, and communication was limited to email. It became increasingly inconvenient compared to other service providers using technology.
Now, I have a new tax preparer, and they use TaxDome – the experience is night and day. Automated operations provide me with a fantastic client experience, and I'm glad to pay a premium for their services. My favorite feature is their consistent communication throughout tax season, especially the reminder notifications – busy mom life requires that.
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🔗 RESOURCES MENTIONED:
✨ Listen On Apple Podcast, Spotify & Other Leading Platforms
→ https://pod.link/1761650474
✨ Get 3 Bonus Months of TaxDome
→ https://www.workflowsfortaxpros.com/t...
✨ Free Facebook Group
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✨ Why people love W4TP ( trusted by 1000+ firm owners!)
→ • Workflows For Tax Pros - Testimonials & Al...
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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KEYWORDS :-
taxdome setup, taxdome pipelines, taxdome automation, W4TP, Workflows for tax pros, Jamie Gruol, pipelines for tax firm, workflows for tax firms, tax podcast, tax podcasts, tax firms, taxdome, taxdome, practice management tools
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