Скачать или смотреть How Automation Can Enhance Client Experience in Your Tax/Accounting Firm

In this episode, Jamie Gruol explains the crucial role automation plays in improving client experience within small tax and accounting practices. Drawing from experiences with over a thousand practices, Jamie highlights how tools like TaxDome can streamline administrative tasks, enhance communication, and save valuable time, ultimately leading to higher client satisfaction and reduced burnout for practice owners.

Learn practical tips for implementing client-focused automations that can transform your business operations and create a more balanced, efficient work life.

👉🏻 Join Our Signature Program that helps Tax Pros AUTOMATE & SAVE 10 to 15 hours In Their Tax Practice - http://www.workflowsfortaxpros.com/pr...

👉🏻 Sign Up For 3 Months Of FREE TAXDOME using our link - https://www.workflowsfortaxpros.com/t...

👉🏻 Join our Free Facebook Group to continue this conversation about automation - https://www.workflowsfortaxpros.com/j...

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⏰ TIMESTAMPS

[ 00:00 ] Introduction to Automation in Client Experience
[ 00:51 ] The Benefits of Automation for Small Practices
[ 02:34 ] How Automation Improves Client Communication
[ 03:58 ] Implementing Automation with Tax Dome
[ 06:39 ] Creating Effective Automated Communications
[ 09:13 ] Advanced Automation Techniques and Client Success
[ 11:21 ] Conclusion and Final Thoughts

👇🏻 If you are new here -

Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!

My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.

We created this channel to show how a thoughtful client experience mixed with the magic of automation can result in you working less on the meaningless stuff in your practice and start enjoying your family and life again! (Isn't that why you started your business in the first place? )