TAX PRACTICE AUTOMATION
Take the working
pieces with you.
Profiles, templates and practical tools from Matt Metras and Josh Youngblood—organized for implementation, not another forgotten download folder.
Two practices, different technology stacks, and one shared goal: reduce friction without building a firm around a pile of software.
Open the resource kit
Updated
YOUR PRESENTERS
Use what works.
Adapt it to your firm.
Improve one workflow at a time.
IMPLEMENTATION KIT
Everything from the session
Downloads will be updated here without changing the QR code.