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Eiden Tax & Accounting Experience: Streamlining Workflow through Automation
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2021 was the first tax season when Eiden Tax & Accounting utilized TaxDome’s automation, allowing her to spend less time on manual tasks and more free time to spend with her kids, all while growing her business.
👉 Email sync: helps her concentrate on client communications instead of sorting through spam emails.
👉 TaxDome mobile app: helps Brittnie’s clients scan high-quality PDFs directly from their phones
👉 Reduced overhead: with TaxDome’s all-in-one capabilities, Brittnie was able to stop using Adobe E-sign or separate tools for KBA signatures.
👉 Automated tax prep: Brittnie used to spend the first two to three weeks of the year on manual tasks onboarding clients for the new tax year; now she has that process automated.
Watch how Total Tax Services automated their new-client onboarding with this quick checklist:
See how your clients can scan the document directly in:
👉 Email sync: helps her concentrate on client communications instead of sorting through spam emails.
👉 TaxDome mobile app: helps Brittnie’s clients scan high-quality PDFs directly from their phones
👉 Reduced overhead: with TaxDome’s all-in-one capabilities, Brittnie was able to stop using Adobe E-sign or separate tools for KBA signatures.
👉 Automated tax prep: Brittnie used to spend the first two to three weeks of the year on manual tasks onboarding clients for the new tax year; now she has that process automated.
Watch how Total Tax Services automated their new-client onboarding with this quick checklist:
See how your clients can scan the document directly in:
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