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
Use what works.
Adapt it to your firm.
Improve one workflow at a time.
ONE BUTTON, ONE TASK
The busywork, on a keypad.
Opening Drake, pulling up a client folder, typing the same reply for the tenth time. Matt put those on a Stream Deck. These are real keys from his profile, icons and all. Tap one to see what it does.
Download Matt's profile How much time would it save you?Tap a key
IMPLEMENTATION KIT
Everything from the session
Downloads will be updated here without changing the QR code.