SEASON-PROOF
YOUR FIRM
THE 5-DAY TAXDOME TUNE-UP CHALLENGE
Five days, five fixes, no rebuild required. Get your pipelines, organizers, client reminders and team handoffs ready before January hits, so tax season feels calm instead of chaotic.
Hosted inside our free Skool community. Finale training Friday, Dec 11.
WHO IT'S FOR
You're on TaxDome. You just don't trust it to hold up in March.
This challenge is for accounting firm owners and CPAs who already use TaxDome and know their setup could be working a lot harder. You don't need a full rebuild. You need a few smart fixes before the season starts.
This is for you if:
✓ Your pipelines are still carrying last year's stuck jobs and extensions
✓ You spend hours every week chasing clients for documents
✓ Engagement letters and organizers usually go out later than you'd like
✓ Your team (and your clients) keep asking you where things stand
✓ You want a calmer tax season but don't have time for a big project right now
WHAT YOU'LL WALK AWAY WITH
By the end of this challenge, your TaxDome is ready for January.
01
A clean pipeline
Last year's clutter archived, stuck jobs closed out, and stages that actually match how your firm works.
02
Clients signed early
Engagement letters and organizers ready before Jan 1, with your 2027 pricing locked in.
03
Less document chasing
Automated reminders that do the nagging for you, with wording clients respond to.
04
A team that can run without you
Clear stage owners and client statuses, so fewer “where's my return?” emails land in your inbox.
THE 5 DAYS
One short video and one small action a day.
Each training drops by 9am PT and takes 10 to 15 minutes. Do the action, post your win, and move on with your day.
DAY 1 · MON DEC 7
The pre-season pipeline audit
See what's really in your pipelines and clear out last year's mess before January piles on top of it.
DAY 2 · TUE DEC 8
Engagement letters and organizers ready early
Bulk send by client segment and set up the automation that kicks off everything after signing.
DAY 3 · WED DEC 9
Stop chasing clients for documents
Client requests and automated reminders that do the follow-up for you.
DAY 4 · THU DEC 10
Team handoffs and client updates
Assign stage owners and set client statuses so nobody has to ask you where things stand.
DAY 5 · FRI DEC 11
TaxDome Teardown
Watch us while we review real firms' setups and show exactly what we'd change.
FREE RESOURCES YOU'LL GET
A new tool in your hands every day.
These are the same checklists and templates we use with our clients. They're yours to keep, free.
Pipeline Audit Checklist
A one-page checklist to find stale jobs, unused stages and leftover extensions in about 10 minutes.
Engagement Letter and Organizer Send Checklist
Step by step for bulk sending by client segment, with your new pricing set before you hit send.
Client Email Templates
Three copy-and-paste emails to help you kick things off
Stage Ownership Worksheet
Map who owns each step of your tax pipeline before you assign it in TaxDome.
Teardown and Replay
A spot in our Friday session, plus the replay in the community
Five Short Daily Trainings
Short, practical TaxDome videos you can watch on your own time, plus daily threads to ask questions.
HOW IT WORKS
Built for your busiest time of year.
1
Join the free community
Click the button and join FutureProof Accountant on Skool. That's where the whole challenge lives.
2
Watch, then take one action
A new 10 to 15 minute video drops each morning, Monday through Friday. Fit it in whenever works for you.
3
Get real feedback on Friday
Submit your setup by Thursday for a chance to have it reviewed during the teardown.
MEET YOUR HOSTS
Hi, we're Katie and Ashley.
We’re the co-founders of Cabot & Main and certified TaxDome consultants. We spent years in corporate accounting before we started helping firms build systems that actually work.
We’ve worked with more than 100 accounting firms on their TaxDome setups, and we see the same handful of fixes make the biggest difference every single time. That’s what this week is about.
Questions
Is it really free?
Yes. The videos, resources and teardown are all free inside our community.
How much time does it take?
About 20 to 30 minutes a day for the video and the action. Friday's may be a bit longer
What if I can't watch the sessions this week?
All sessions will be saved to the Community so you can access anytime after the Challenge ends.
Do I need to be a TaxDome expert?
Not at all. You just need to be using TaxDome. Each day is practical and works whether your setup is brand new or a few years old.
Can my team join?
Yes. Anyone who works in your TaxDome account is welcome to join the community and follow along.
FREE CHALLENGE KICKS OFF DECEMBER 7
JANUARY IS COMING.
LET'S GET YOU READY.
Five days, five fixes. Join free and walk into tax season with a TaxDome setup you can trust.