I finished setting up 1040 automations in TaxDome...good grief, while the initial set up took a lot of time, it was one click to send out all engagement contracts (I have two) and questionnaires to all 1040 clients. It took less than 3 minutes. It used to take me a few days to get everything sent out, even when I had consolidated things into a DocuSign document.
Now to finish building out pipelines and automations for business entities. They're largely the same stages, so I just need to actually get my butt to complete the engagement letters and questionnaires.
Really wondering why I did not do this sooner!