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Joe Cass is a practitioner of more than 30 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.
Use Case
Get Ready for Tax Season with TaxDome + Joe Cass Webinar & Q&A
Joe Cass is a practitioner of more than 30 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.