client stories

client stories

Joseph & Hetrick Experience: Growing Revenue By 50% With TaxDome

Randy Joseph and Deva Hetrick, co-founders of Joseph & Hetrick, LLC share their practice and ideas on how to scale tax business by 50% in 2021.

Maria Kris Maria Kris
6 mins read
client stories

Total Tax Services Experience: How to Double Client Base with Minimal Effort

Meet Cassandra Centeno, owner of Total Tax Services. Last year she grew her client base to 150, and she’s planning on doubling this number this year.

Maria Kris Maria Kris
4 mins read
client stories

Tax Preparation Workflow Automation: The Beginner’s Guide

As a tax professional, one of the biggest challenges for your practice is trying to keep up with everything as you handle more clients and admin tasks.

Lisa Chaud Lisa Chaud
7 mins read
client stories

Brooklyn FI Experience: How to Scale Your Firm 3x with the Help of Modern Technologies

Co-founder of Brooklyn FI tells a story about his firm's growth success. Find out what tools and techniques he uses to grow faster and stay efficient.

Maria Kris Maria Kris
5 mins read
client stories

Boundless Tax Experience: How to Establish and Grow Your 100% Virtual Firm

Growing your own business as a tax preparer or a bookkeeper is tough. You wear a lot of hats: you’re a CEO, marketer, client assistant, office manager, so oftentimes the...

Maria Kris Maria Kris
6 mins read
client stories

Tina Schinner on TaxDome 'I Know the Support is There, and This is Very Helpful for Me'

Find out how TaxDome helps an Enrolled Agent stay in touch with her clients and save time with day-to-day operations during busy season.

Mary Cooper Mary Cooper
3 mins read
client stories

Elevating Profits on TaxDome 'We love that we can request features, and you guys action them'

Find out how a small accounting firm serves a large number of clients thanks to TaxDome’s automation tools.

Mary Cooper Mary Cooper
4 mins read
client stories

Joe Bourque EA on TaxDome 'It’s All Automated—This Is What I Love'

Read how TaxDome has enabled an Enrolled Agent (and Fire Captain!) to grow his accounting practice over 30% this year while working two jobs. With TaxDome, Joe was able to...

Mary Cooper Mary Cooper
6 mins read
client stories

F&S Projects on TaxDome 'Bringing the Tax & Accounting Industry to the 21st Century'

Learn how TaxDome has allowed a financial services firm with 650 clients to improve their processes and to stay organized despite COVID-19.

Mary Cooper Mary Cooper
10 mins read
client stories

CPA Firm Brooklyn FI Tax on TaxDome: 'It’s Written in the Language Of the Tax World'

Learn how TaxDome helps deal with remote clients and why do they love client portal.

Mary Cooper Mary Cooper
3 mins read
client stories

How TaxDome is Helping a Cryptocurrency Accounting Firm During Tax Season

Learn how the transition to TaxDome even in during busy season was a smart decision for MDM Financial Services.

Mary Cooper Mary Cooper
5 mins read
client stories

CPA Firm Basta & Company: ‘I Wish I Knew About You a Long Time Ago’

Learn how utilizing TaxDome has allowed Basta & Company to reduce overhead, save time, and substitute three different software platforms with one.

Mary Cooper Mary Cooper
6 mins read
client stories

Remote Accounting Firm KML Tax Solutions on TaxDome: 'Much of What I Needed Is Included in One Software'

Learn how TaxDome is helping an accounting firm reduce costs, streamline operations, and prepare for a move abroad in the future.

Mary Cooper Mary Cooper
5 mins read
client stories

How to Give Clients the Best User Experience, According to TMW Financial Solutions

Learn how TaxDome helps remote teams stay organized and provide top-level service to their clients.

Mary Cooper Mary Cooper
6 mins read
client stories

Why TaxDome is Unique, According to Greg’s Tax Service

Learn how TaxDome helps them to get organized and why their clients love TaxDome.

Mary Cooper Mary Cooper
4 mins read
client stories

Canadian Accounting Firm Reviews TaxDome, 'Keeps Getting Better'

Learn how TaxDome has allowed Meridian Accounting & Tax Service Ltd. to keep clients while they moved because of the crisis.

Mary Cooper Mary Cooper
3 mins read
client stories

How To Become a 100% Virtual Company With TaxDome, According To D&C Tax and Accounting

Learn what New York tax and accounting firm considers about TaxDome.

Mary Cooper Mary Cooper
3 mins read
client stories

Why TaxDome is “Brilliant” According to Tessa Tax

Learn how integrating their business management with TaxDome made a difference for Tessa Tax.

Mary Cooper Mary Cooper
3 mins read
client stories

How TaxDome is Helping a Canadian Accounting Firm Achieve Their Goals

Learn how TaxDome has changed the way Canadian firm Eccountant handles practice management.