TaxDome wins Comprehensive Firm Workflow Solutions — CPA Practice Advisor Readers’ Choice Awards 2024. Read more

🔥 Join in-depth webinars to get up to speed on automations, invoicing and team collaboration. Learn more

Use Case

Get Ready for Tax Season with TaxDome + Joe Cass Webinar & Q&A

Get Ready for Tax Season with TaxDome + Joe Cass Webinar & Q&A
1 Min

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.

Read more

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.