🔧 Workflow Wednesday – December 10th

Good morning, Tax Pros!

Midweek means momentum — not maintenance.

We’re in December, and every system you tighten now will save you HOURS when tax season hits. Don’t wait until you’re overwhelmed to organize.

💡Tax Pro Tip:

Create a “Preseason Checklist” for your office.

It should include:

✅ PTIN renewal confirmation

✅ Bank product setup tested

✅ CRM automations active

✅ Document upload links tested

✅ Client intake + due diligence forms updated

Small adjustments now = smooth workflow later.

🧠Motivation of the Day:

“Leaders don’t wait for the rush — they prepare for it.”

You are the system builder.

You are the standard.

Your consistency is what builds client trust.

📝Today’s Task:

Take 30 minutes to review your onboarding process from start to finish.

Ask yourself: Can someone join your office today and understand how to operate without asking you 10 questions?

If not — simplify it.

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