Tax season is coming, and the last thing your firm needs is outdated workflows, broken automations, or unclear processes inside TaxDome.

In this episode of the FutureProof Accountant Podcast, Katie walks you through a practical TaxDome Annual Tune-Up designed to help accounting firms get everything updated, aligned, and ready before busy season begins. This training is focused on helping you create clarity inside your system so your team knows exactly what to do and your workflows can support higher volume without chaos.

Inside this workshop-style episode, you’ll learn how to review your core TaxDome resources, set meaningful goals and metrics, and run an annual audit of the templates, workflows, and automations that drive your firm. Katie also covers how to evaluate your team’s readiness, identify gaps before they become problems, and confidently “go live” with an updated system.

This episode is ideal for accounting firms using TaxDome who want to reduce bottlenecks, improve consistency, and enter tax season with confidence instead of scrambling.

To support this training, be sure to download the free TaxDome Tune-Up Checklist to guide you step by step through the process:
👉 https://www.cabotandmain.com

If you want ongoing support, ready-made workflows, and deeper TaxDome training, you can join the FutureProof Accountant Membership. As a bonus for this episode, you can save 30% off your monthly membership using code WORKSHOP30 at checkout:
👉 https://www.cabotandmain.com/futureproofaccountantmembership

What You’ll Learn:

• How to review and organize your core TaxDome resources
• Which TaxDome goals and metrics matter heading into tax season
• How to complete an annual system tune-up
• Which templates, workflows, and automations should be updated
• How to evaluate your team’s readiness for busy season
• A practical checklist to help you confidently go live
• How to avoid common TaxDome issues that slow firms down