Are you a Tax Pro with a small team and dream of automating your client management in your practice? Have you been growing year over year and feel that your client experience and internal operations are feeling the squeeze and becoming inefficient and piecemealed and something has to change? Do you feel like you know that the profitable and peaceful practice of your dreams lies on the other side of automation, you just are not sure how to get there? If so, I can help. I have helped over 250 tax pros to automate their workflows with TaxDome and do it with our simple to follow step-by-step process and templates. I do things differently. Client experience is the number one goal and Automation is the tool to help us deliver on that. No more overwhelm with where to start, we give you the templates and steps to make learning TaxDome pipelines a breeze. No struggle with what to say, we provide proven template email copy. No frustrations with "what should I do" with our community of tax pros sharing what's working for them and expert operations advice. Our 12-month program means that we are there with you as your Fractional COOs through the setup, learning, and tax season. Ensuring that you and your team are supported through all the "now what?" moments. Setting up a Client Management System has to be done with a long-term vision and a focus on mastering your TaxDome tool. This means you must have a team member or yourself that is continuing to learn and optimize your systems. With our live support sessions, we answer your questions, and you can learn from the other tax pros in our community as they ask questions you never even thought of. You don't have to do the work either. Have a team member that can be your TaxDome superuser? Task them to follow our system and implement your vision. The typical practice is able to setup their automated and customized priority pipeline in just 30 days spending about 6 hours a week. Imagine having your automated tax prep pipeline workflow ready to go for extensions or tax season. As you begin to master TaxDome you can take your learnings and repeat them again and again as you move towards your vision of an automated tax practice that provides an excellent client experience. All you have to do is commit to the final vision - a profitable and peaceful practice even during tax season. If you are ready to save on average 2 hours per day for each staff person, increase your happy client referrals, and have more peace and freedom as a business owner this program is for you.