Lloyd Ippolito’s tax strategy firm was growing fast.
He’d spent the past five years expanding his franchise company, TFW Advisors, like crazy, taking on more clients, more returns, more admin, and more daily communication than any one person can handle.
Every day brought a new wave of client questions, document requests, scheduling needs, tax-return drafts, portal uploads, and bookkeeping tasks.
It was all too much, and email had become a constant tug-of-war for his time.
Lloyd tried hiring virtual assistants on his own, but the experience was disappointing.
I had actually tried to onboard an executive assistant myself before I even found InboxDone and it was brutal. I had somebody on my team that was just not good at communicating, bad at following directions, and never available when she was supposed to be. – Lloyd
So when a colleague in the real estate space introduced Lloyd to InboxDone, it was a lifesaver.
He met with the sales team and really liked the redundancy of having two people on his team at all times, with everything documented in the background so tasks can be handed off seamlessly.
That was three years ago. Today, Lloyd is still with InboxDone and continuously thinks of new things to hand off to his inbox managers.
He loved one of his two assistants so much that he actually bought out her contract to bring her on full-time, yet he still maintains the InboxDone service because he values the reliability and backup support.
Here are just some of the tasks his two assistants manage for him today:
✅ Handling all client communication inside email and his secure tax portal
✅ Uploading draft returns for client review and sending signature requests
✅ Managing scheduling, calendar coordination, and meeting confirmations
✅ Sending invoices, following up on payments, and managing document requests
✅ Filing and organizing client records, receipts, and tax documents
✅ Downloading bank statements and preparing bookkeeping files
✅ Coordinating with clients during onboarding, tax-season prep, and follow-up
Lloyd often says that his assistants handle “the most significant and time-consuming parts of the business,” and that their support has become indispensable.
And Lloyd’s clients?
They rave about how responsive, helpful, and polite his executive InboxDone assistants are.
Since working with InboxDone, Lloyd can finally focus on what really matters: the strategic side of tax reduction instead of getting buried in process work.
He’s now able to take on more clients who require deep planning and hands-on support, all while working fewer hours than he was before.
If you’re struggling to keep up with email while trying to grow your business, Lloyd’s three-year journey shows how two dedicated assistants can help you scale sustainably.
