🎁 Get Ready for Tax Season with TaxDome + Joe Cass

More than 1 million automations were triggered by your peers using TaxDome in the first 11 months of this year. However, we recognize that not every firm is using automations - many practitioners don't know where to start.
On December 8, join Joe Cass and TaxDome co-founder Ilya Radzinsky to discuss Joe's journey through their 3-session bootcamp, taking Joe's existing analog workflow and automating it. Hear from Joe on his most valuable lessons from firsthand experience building a seamless, automated pipeline.
Joe Cass is a practitioner of more than 27 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.
In 1 hour, you’ll learn how to:
✅ Put your existing process to paper
✅ Identify automation possibilities
✅ Create customized templates
✅ Practice with a test client; make changes and updates
✅ Apply the ready-made template within your own firm
Watch our previous webinar on workflow automation: • Get Ready for Tax Seas...
Looking to automate your tax practice? Join our daily demo to see automations in action: taxdome.com/demo .
TaxDome is an all-in-one practice platform for CPAs, bookkeepers and accounting firms taxdome.com/.
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Read more about automations: blog.taxdome.com/scheduled-jo...

[@signaturetaxesandbookkeepi1139]

Love this SO much! Joe you were great and the information was extremely helpful. Thank you Ilya for inviting Joe on and showing us the 'real world' scenario of setting TD up and implementing it!

[@kevindavis8607]

I never thought about any of this. I wish I wasn't seeing this in January. I have a lot of work to do

[@shinyggg]

Me too

[@julienaudet9782]

LIke when Joe is in the E-file stage and he e-files ALL those job cards, instead of clicking into each job card (he clicked on 2), he could just click the white boxes at the top of the stage, then click MOVE at top and another box will come up and select the new stage......and it will move all job cards at the same time. So like he could click 1 box and move 50 job cards to the next stage and it will mark them complete.

[@kevindavis8607]

That's a great tip. Thank you!!!

[@ianalper]

Would love to be able to dowload the "slides".????

[@parsley8188]

If I get a new credit card, how do I change my billing info?

[@TaxDome]

Hi Parsley,
Please go to Settings > Team&Plans > on the upper-right, you'll see Pay/Change plan, please see help.taxdome.com/article/186-subscription-how-tos for more information