🎁 Get Ready for Tax Season with TaxDome + Joe Cass

Описание: More than 1 million automations were triggered by your peers using TaxDome in the first 11 months of this year. However, we recognize that not every firm is using automations – many practitioners don't know where to start.

On December 8, join Joe Cass and TaxDome co-founder Ilya Radzinsky to discuss Joe's journey through their 3-session bootcamp, taking Joe's existing analog workflow and automating it. Hear from Joe on his most valuable lessons from firsthand experience building a seamless, automated pipeline.

Joe Cass is a practitioner of more than 27 years with a high-volume practice of over 1,000 clients. Prior to November, Joe was leveraging TaxDome for only the client portal, signature, and document exchange -- he was not yet using automations. After just three sessions with the TaxDome team, Joe has a fully functioning, automated pipeline with custom communications to clients every step of the way.

In 1 hour, you’ll learn how to:
✅ Put your existing process to paper
✅ Identify automation possibilities
✅ Create customized templates
✅ Practice with a test client; make changes and updates
✅ Apply the ready-made template within your own firm

Watch our previous webinar on workflow automation:    • Get Ready for Tax Season with TaxDome’s Ac...  

Looking to automate your tax practice? Join our daily demo to see automations in action: http://taxdome.com/demo .

TaxDome is an all-in-one practice platform for CPAs, bookkeepers and accounting firms https://taxdome.com/.

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