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Jen's adventures with Automation

12/31/2023

 
I will be addressing this in my January email, but I just want to warn anyone poking around now, that I am making some BIG and hopefully very positive changes to my tax prep process. Namely, I was forced kicking and screaming to update my TaxDome service to a fancy system that allows me to try and automate more of my process. So rather than obessively keeping track of you all through a spreadsheet, TaxDome will do it all for me! This means that everything will be more integrated this year to TaxDome - you will sign your Engagement Letter and then be automatically sent a comprehensive organizer that will ask you a ton of questions and prompt you to upload things. So no more need to do a mass upload on your own! 

I am hopeful this will save me a lot of time, thus allowing me to do more people during the tax season, meaning less chance of an extension for you and keeping prices low and volume high!


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