TaxDome press room

I woke up this morning to find that my first client I put in my tax flow pipeline has walked herself through the first 3 steps of my automation, while I was sleeping. Such a huge relief that all this
has been handled without me having to lift a finger!

 Seriously, if you guys haven’t gotten in on Jessica’s webinar, you should probably be kicking yourself. As for me, I’d say it’s already paid for itself in my practice, through my time saved and decreased dependance on me to handle E.V.E.R.Y.T.H.I.N.G.

Set up my workflow in TaxDome for returning clients, sent the welcome letter last night and about 20% have already activated their account and a signed engagement letter. A couple even completed the organiser and I haven’t lifted a finger. Hooray!!

One month in and LOVING TaxDome! My clients are raving about the ease of use and I can’t get over the super responsive service I am getting from everyone I talk to when I run into any confusion or issues. THANK YOU THANK YOU THANK YOU! Looking forward to adding more integrations in the future. ❤️ ❤️ ❤️