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TaxDome workshop series: from client signing to tax prep automation
Watch a recording of two hands-on sessions and learn how to move seamlessly from proposals to automated client intake and smooth tax prep with Juno.
Session 1: From scope creep to upsells: smart packaging that drives premiums with Ryan Lazanis, Founder of FutureFirm.
Session 2: End-to-end tax prep: intake and delivery with TaxDome and Juno
Get instant access: workshop recording + free PDF guide
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What’s covered in session 1: Smart packaging that drives premiums
Struggling with inconsistent pricing and slow agreements? Discover how structured service packages and tiered pricing help you close clients faster and prevent scope creep.
Learn best practices from Ryan Lazanis from FutureFirm and see how firms like yours simplify the signing process.
What’s covered in session 2: Intake and delivery with TaxDome and Juno
Still chasing clients for missing documents? Discover how growing firms automate checklists, document collection, intake and delivery to reduce errors and save hours during tax season.
Hear practical case studies and learn how end-to-end workflow and integration with Juno helps firms deliver returns on time and create a smoother client experience.
Streamline client signing and simplify tax prep
Don’t start another tax season with fragmented tools and manual work. Watch this free two-part workshop series and learn how firms are scaling smarter with unified workflows.
What you’ll walk away with
Pricing strategies and proposal best practices from Ryan Lazanis (FutureFirm)
Step-by-step demos of client intake and automated tax prep workflows
Practical takeaways you can apply immediately — with or without TaxDome
Exclusive bonus resource: our Niche Report PDF with insights from hundreds of businesses across industries on why they choose niche firms over generalists
Meet the panelists
Ilya Radzinsky
Founder and President at TaxDome
Petar Iliev
Chief Revenue Officer at TaxDome
Ryan Lazanis
CPA, Founder of Future Firm
David Haase
Founder of Juno (formerly TruePrep), CPA and firm owner at Golden State Accounting
Joel Yaeger
CPA, Founder & CEO, CMPD Wealth Advisory and Tax
Zach Amatore
COO of Amatore & Co.
Our client experience speaks for itself
Frequently asked questions
Who is this workshop series for?
These sessions are designed for accounting, tax, and bookkeeping professionals who want to reduce stress and wasted time during the busy season. If you’re looking to close clients faster, simplify proposals and engagement letters, or automate tax prep and document collection, this series is for you.
Whether you’re exploring TaxDome for the first time or simply curious about new ways to streamline your firm, you’ll walk away with practical ideas you can apply immediately.
Will there be a live demo during the webinar?
Yes! Both sessions include step-by-step demos showing how real firms use structured proposals, tiered pricing, client intake, and automated tax prep workflows.
Is the TaxDome workshop free to watch?
Yes, it is completely free. Just fill in the form to request your recording.
Do I need to be a TaxDome user to watch the workshops?
Not at all. These workshops are valuable whether you’re exploring practice management solutions or just want to learn new strategies for handling proposals, pricing, client intake, and tax prep.
How long is each workshop, and what’s the format?
Each session runs about 60 minutes and includes:
- Expert insights
- A live walkthrough of workflows in action
- Practical takeaways you can apply right away
- Q&A with the speakers
Where can I find more information about the topic?
We’ll send all registrants a follow-up email with additional resources, including links to help articles. You can also explore our Help Center or contact us at [email protected] for more details.
How can I become a panelist?
If you’re a TaxDome user and want to share your insights, we’d love to hear from you. Reach out at [email protected] with a short intro about your firm, and our team will follow up!
“TaxDome has many free resources available to put you in the best position for success, including bootcamps, webinars, the academy, and one-on-one trainings.”