Workshop Series: From Client Signing to Tax Prep Automation

Workshops

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

Winner Comprehensive Firm Workflow Solution

Get instant access: workshop recording + free PDF guide

Exclusive bonus resource: our Niche Report PDF will be sent to your inbox after registration.

By clicking “Get recordings”, I acknowledge and understand that my personal information may be collected and used as described in TaxDome’s Privacy Policy, including to send me communications about TaxDome products, services, and events.

If the form doesn’t load, please call us at +1-833-TAX-DOME or email support@taxdome.com — we’ll help you schedule a meeting.

Thank you!

Please check your inbox, your recordings are on their way.

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.

Watch the recordings

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

“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.”

Our client experience speaks for itself

“I began using TaxDome earlier this year, so I am relatively new. I attended the Bootcamp session and several of the monthly seminars, which have helped me greatly.”

Our client experience speaks for itself

“Really informative. I am now using the product and the webinars to put things into context for me.”

Winner Comprehensive Firm Workflow Solution

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 success@taxdome.com 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 marketing@taxdome.com with a short intro about your firm, and our team will follow up!

See TaxDome in action with a free demo

If the form doesn’t load, please call us at +1-833-TAX-DOME or email support@taxdome.com — we’ll help you schedule a meeting.

TaxDome workshop series: from client signing to tax prep automation

Get instant access: workshop recording + free PDF guide

What’s covered in session 1: Smart packaging that drives premiums

What’s covered in session 2: Intake and delivery with TaxDome and Juno

Streamline client signing and simplify tax prep

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

Petar Iliev

Ryan Lazanis

David Haase

Joel Yaeger

Zach Amatore

Frequently asked questions

Log in to your portal

Firms/practitioners

Clients