Top 10 Automation every TAX Pro NEEDS

Stop wasting hours on repetitive tasks! This PDF guide gives you 10 simple automation ideas to save time, streamline client communication, and keep your tax office running smoothly.

Inside you’ll find:

• 10 automation examples (welcome emails, doc reminders, refund updates, etc.)

• The best tools to use (Zapier, GoHighLevel, JotForm, Calendly, Gmail/Outlook)

• Quick start tips so you can set up your first automation in minutes

Whether you’re new to automations or just looking for fresh ideas, this guide gives you quick wins you can use right away—without needing a full system build.

Perfect for tax pros who want to work smarter, not harder.