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What You'll Get
Who It's For

A plug-and-play checklist that helps you:
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Identify workflow gaps in client onboarding, recurring work, and communication
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Uncover where you’re wasting hours every week
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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
checklist form
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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