Automate & Elevate, LLC

Industry: Other

Business Size: 1-4

Phone: (443) 406-6658

Address:
1821 Summit Road #103
Cincinnati, Ohio 45237

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About Automate & Elevate, LLCAutomate and Elevate, LLC partners with tax solo practitioners & firms to simplify and automate their operations giving them back their time, improving client communication, and creating room to scale with peace and clarity. Services Overview: We offer a done-for-you setup and ongoing support that includes: TaxDome Account & Workflow Buildouts: Custom client pipelines, task automations, and status tracking designed for tax season and beyond. AI Voice Assistants: Voice agents that respond to FAQs, book appointments (live or via booking link), and collect clients basic information—24/7. Operational Audits & Training: We assess your current processes, implement smarter systems and train you/team to use TaxDome and AI voice agents

What differentiates you from the competition?I don’t just hand over automation. I tailor it to how you work. While others offer cookie-cutter setups, I dig deep to streamline your firm using TaxDome workflows and AI voice agents that actually save you time.

What is the biggest marketing challenge that you will face in the upcoming year?The biggest challenge will be building trust and visibility in a niche industry. Many solo tax pros are overwhelmed or skeptical of tech, so breaking through the noise with clarity, results, and relationship-focused messaging will be key.

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