Stop Using TaxDome Wrong and Save Hours!

One of the most important pieces of being a tax firm owner is actually getting the work done. Your project management tool is critical and Taxdome is an excellent choice. I've heard too many firm owners say they can't figure out the Taxdome pipelines and so they're just using it as a document storage and chat option for clients. If this is you, you might as well not even be using Taxdome because you're missing out on the best feature. Here's my 1040 tax prep pipeline in Taxdome. To purchase this pipeline template go to the Taxdome Marketplace and find "Brad Wooten, CPA - 1040 Tax Prep Pipeline" Mentorship and Coaching: https://www.wootencpacoaching.com Free resources: Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout Coaching Resources Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way Group Coaching: https://www.wootencpacoaching.com/large-group-coaching Other Resources: https://www.wootencpacoaching.com/library Find me on LinkedIn https://www.linkedin.com/in/brad-wooten-cpa-5a37029/ 0:00 - Mistake - Not using the pipelines! 0:39 - My firm and coaching firm owners 1:14 - Other options instead of Taxdome 2:36 - Built my pipeline from scratch 2:56 - My 1040 tax prep pipeline & workflow 5:41 - What is the pipeline? 6:34 - Benefits of the pipeline 8:51 - Detailed walkthrough of my pipeline stages 25:26 - How to map out your pipeline 26:30 - Building & editing a pipeline 30:16 - Save time, buy my pipeline 32:22 - Conclusion & Tips ****************************** *Disclaimer: This video is for entertainment purposes only and is not financial, tax, or legal advice. All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.