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Is your Accounting Firm's Workflow Actually Working?

Get the Free Workflow Audit Checklist Built for TaxDome Users
 

Spot hidden inefficiencies in your firm in under 10 minutes.

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What You'll Get

Who It's For

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A  plug-and-play checklist that helps you:
  • Identify workflow gaps in client onboarding, recurring work, and communication
     

  • Uncover where you’re wasting hours every week
     

  • Grade your current setup and see exactly what to fix

This free download is built for:

✔️Tax and accounting professionals


✔️ Small firm owners


✔️ Teams using or planning to use TaxDome or similar platforms

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BONUS:
After you grab your free checklist, we’ll show you how to fix what’s broken with our $7 Workflow Starter Kit (totally optional, but also a no-brainer).

Need help implementing workflows?

Check out the full FutureProof Accountant Membership for plug-and-play systems, monthly templates, and live support.

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