12d • 🧠 Mindset & Motivation
Workflow Wednesday – December 17
Good morning Tax Pros!
We’re officially in the final stretch before tax season, and today is about tightening systems, not adding stress.
Midweek check-in: if your workflow isn’t clear now, it will feel chaotic in January. Use today to simplify.
💡Tax Pro Focus:
Your client intake + document process should be crystal clear.
Ask yourself:
- Do clients know exactly what documents to bring?
- Is there a secure upload option?
- Are follow-ups automated or manual?
A smooth intake sets the tone for the entire return.
🧠Midweek Motivation:
“Systems create confidence. Confidence creates consistency.”
You don’t need to do everything — you need to do the right things well.
✅Today’s Task:
Review your client checklist and remove anything unnecessary.
Then add one sentence explaining why each document is required — this reduces pushback and confusion.
💬Check-In:
What part of your workflow feels the strongest right now — and what still needs tightening?
2
0 comments
Workflow Wednesday – December 17
powered by
skool.com/tax-bully-hub-1283
A hub for tax pros, credit experts, notaries & bookkeepers to grow, connect, and access tools, trainings, and templates to level up.
Suggested communities
Powered by