SMS communication, faster data import, the ability for clients to upload entire folders, and more.

Jeff Nichols Jeff Nichols
Mar 15 2024
BHR Finans & Regnskap AS - Banner

See how Norway's BHR Finans & Regnskap overcame manual client onboarding and fragmented systems to gain overview and utilize automations with TaxDome's workflows, centralized data and customization.

Mari Sam Mari Sam Dec 26 2023
Polaris Tax & Accounting: post-acquisition expansion from a customer base of 50 to 1,500+

Meet Joseph Serrone, president and managing partner of Polaris Tax & Accounting, a virtual accounting firm based in Davenport, FL. As a rapidly growing firm, it was important for Polaris to achieve its expansion milestones while improving existing processes, ensuring a...

Nicholas Edwards Nicholas Edwards Nov 29 2023
Athene Group experience: managing a team of 100+ staff across 10 offices in 3 countries with TaxDome

Read how TaxDome became Athene Group’s go-to software for all accounting processes, ensured quick and secure communication with clients, and slashed onboarding times

Alex Wells Alex Wells Sep 12 2023
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Jessica Smith & Brian Newman on tax workflow automation with TaxDome.

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.

Maria Kris Maria Kris
Aug 10 2023
Sydney H. Highley CPA Experience: How to Meet Tax Season Challenges with TaxDome 

Sydney H. Highley, the founder of Sydney H. Highley CPA, told us how they adopted TaxDome two weeks before the start of tax season 2021, and how it helped them to complete the most returns in their practice.

Lisa Chaud Lisa Chaud
Jan 26 2023
Get Ready for Tax Season with TaxDome + Joe Cass Webinar & Q&A

Joe Cass is a practitioner of more than 30 years with a high-volume practice of over 1,000 clients. Prior to November, Joe was leveraging TaxDome for only the client portal, signature, and document exchange -- he was not yet using automations. After just three sessions...

Maria Kris Maria Kris
Dec 13 2022
Eric Gray, Evolution Accounting & Consulting Experience

Eric Gray, CEO of Evolution Accounting & Consulting, LLC, brings over three years experience of delivering tax, tax resolution, bookkeeping, CFO and many other services to clients nationwide. 

Maria Kris Maria Kris Aug 26 2022
Bender CPA Experience: Leveling Up a Solo Practice with Minimal Spend

Meet Tatsiana Bender — a Texas-based solo practitioner with over 15 years of experience in tax preparation and advisory services and a four-year-old practice, Bender CPA. She manages about 100 clients and grows her business by automating every possible admin task...

Maria Kris Maria Kris Jul 14 2022
Tax Man To You Experience: Scaling a Sales Tax Business 2x

Meet Brittany Pullin, manager and sales tax associate at Tax Man To You, LLC. The firm focuses on e-commerce sellers and sales taxes. Having experienced strong growth for the last 3 years, Tax Man To You were looking to build predictable processes and centralize client...

Maria Kris Maria Kris Feb 28 2022