TaxDome workshop series: from client signing to tax prep automation

Описание: Take control of your pricing and proposals with TaxDome’s new Proposals & Packages. Learn how to create scalable service tiers, set transparent expectations, and turn every proposal into a powerful tool for efficiency and growth.

Taxdome, the operating system for your practice Practice management software for accounting and tax firms - TaxDome

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Chapters:

0:00 Welcome & Introductions
Kickoff of the live webinar on packaging and proposals; audience joins from around the world.

2:00 Setting the Stage
Overview of why pricing and packaging matter for firm growth and efficiency.

4:00 Why Firms Struggle with Pricing
Common issues like underpricing, unclear scope, and “engagement creep.”

7:30 Understanding Scope Creep
How unclear service boundaries impact profitability — and how to prevent it.

10:30 The Psychology of Tiered Pricing
How structured Bronze–Silver–Gold offers help clients choose value confidently.

15:00 Real-World Challenges
Firms share their toughest pricing and packaging obstacles.

18:00 Communicating Value
Tips on presenting services as outcomes, not hours, to justify higher pricing.

22:00 Proposals & Packages in TaxDome
Demo of how to create and send proposals using TaxDome’s new feature.

27:00 Building Effective Packages
Step-by-step setup of three clear service tiers with add-ons and automations.

31:00 Transitioning Existing Clients
How to move current clients to new pricing models with minimal resistance.

35:23 Best Practices & Upselling
Setting boundaries, defining scope, and using packaging to increase revenue.

39:13 Revising Packages for Value
Adapting packages for tax, bookkeeping, and complex client needs.

46:00 Using Marketplace Templates
Accessing and customizing pre-built proposal templates in TaxDome.

50:00 Integrations & Automation
Discussion on CPACharge, QBO, and upcoming workflow automation updates.

55:00 Turning Scope Creep into Upsells
Using clear packaging to move from reactive work to recurring income.

1:00:00 Community Insights & Implementation
Firms share lessons learned and plans to apply packaging strategies.

1:05:00 Next Steps & Resources
Where to find templates, community discussions, and support for implementation.