Client stories

Sydney H. Highley CPA Experience: How to Meet Tax Season Challenges with TaxDome 

#Client stories

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.
Polaris Tax & Accounting: post-acquisition expansion from a customer base of 50 to 1,500+

#Client stories

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 seamless workflow and providing a superior client experience. We sat down with Joseph to explore why TaxDome was the perfect platform to help them achieve those goals. 
Sovereign Solutions ApS: immediate impact and time savings after implementing TaxDome

#Client stories

Sovereign Solutions ApS: immediate impact and time savings after implementing TaxDome

Discover how Christopher Dahl and his Denmark-based accounting firm, Sovereign Solutions ApS, streamlined firm operations in just three months with TaxDome.
JM Tax Advisors: how a unified, end-to-end experience for 500+ tax clients delivered 10x faster responses and 50% faster intake

#Client stories

JM Tax Advisors: how a unified, end-to-end experience for 500+ tax clients delivered 10x faster responses and 50% faster intake

TaxDome case study: how a unified, end-to-end experience for 500+ tax clients helped UK firm JM Tax Advisors achieve 10x faster responses and 50% faster intake.
Polaris Tax & Accounting: post-acquisition expansion from a customer base of 50 to 1,500+

#Client stories

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 seamless workflow and providing a superior client experience. We sat down with Joseph to explore why TaxDome was the perfect platform to help them achieve those goals. 
Sovereign Solutions ApS: immediate impact and time savings after implementing TaxDome

#Client stories

Sovereign Solutions ApS: immediate impact and time savings after implementing TaxDome

Discover how Christopher Dahl and his Denmark-based accounting firm, Sovereign Solutions ApS, streamlined firm operations in just three months with TaxDome.
JM Tax Advisors: how a unified, end-to-end experience for 500+ tax clients delivered 10x faster responses and 50% faster intake

#Client stories

JM Tax Advisors: how a unified, end-to-end experience for 500+ tax clients delivered 10x faster responses and 50% faster intake

TaxDome case study: how a unified, end-to-end experience for 500+ tax clients helped UK firm JM Tax Advisors achieve 10x faster responses and 50% faster intake.
How a 16-person team achieved double-digit client growth by delivering a 10/10 client experience

#Client stories, #Growth

How a 16-person team achieved double-digit client growth by delivering a 10/10 client experience

See how 20-20 Accounting Solutions, a 16 person firm, grew its client base 20–30% and earned a 10/10 client-portal rating by unifying its firm operations on one platform.
How TaxDome is Helping a Cryptocurrency Accounting Firm During Tax Season

#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.
Blueridge Tax Accounting on TaxDome: client retention went up to 90%, “You’re making things so easy for me and my team” 

#Client stories

Blueridge Tax Accounting on TaxDome: client retention went up to 90%, “You’re making things so easy for me and my team” 

Customer success: discover how implementing TaxDome helped Blueridge Tax Accounting achieve 20% time savings in less than a year, freeing up 40 hours per week.
Global Tax Consulting on TaxDome: “It makes the experience significantly better for the firm and for the client”

#Client stories

Global Tax Consulting on TaxDome: “It makes the experience significantly better for the firm and for the client”

Customer success: how TaxDome’s innovative all-in-one platform helped Global Tax Consulting modernize its client experience and increase operational efficiency.
Building future leaders: Mike Sylvester on selling to private equity and the current state of the accounting profession

#Client stories

Building future leaders: Mike Sylvester on selling to private equity and the current state of the accounting profession

Dive into an interview and article with Mike Sylvester discussing the rise of private equity in accounting and the current state of the accounting profession.
How Your Modern Accountant increased revenue margins by 40% and dropped AR by 70% with TaxDome

#Client stories

How Your Modern Accountant increased revenue margins by 40% and dropped AR by 70% with TaxDome

How TaxDome helped Your Modern Accountant increase revenue margins by 40% and decrease accounts receivable by 70%.
Foundation Group—50+ staff, 3000+ clients, and one of Inc. 5000’s fastest-growing US companies: “TaxDome has been a huge success for us”

#Client stories

Foundation Group—50+ staff, 3000+ clients, and one of Inc. 5000’s fastest-growing US companies: “TaxDome has been a huge success for us”

TaxDome success story: how Foundation Group, a large firm with 50+ staff and 3,000+ clients, boosted employee and client satisfaction by switching to TaxDome.
BOGVISER ApS: growth in 6 months without hiring staff—“I’ve been able to increase revenue with TaxDome by acquiring new customers”

#Client stories

BOGVISER ApS: growth in 6 months without hiring staff—“I’ve been able to increase revenue with TaxDome by acquiring new customers”

Discover how Denmark-based firm BOGVISER ApS used TaxDome to unify its workflows and improve its client experience — unleashing growth in less than 6 months.
Tax workflow automation: the beginner’s guide for tax professionals

#Client stories, #Productivity

Tax workflow automation: the beginner’s guide for tax professionals

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

#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 tax client portal.
How to Give Clients the Best User Experience, According to TMW Financial Solutions

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

#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. 
Pharma Tax: 300% revenue growth after implementing TaxDome, team of 13 reduced time on bookkeeping tasks by up to 73%

#Client stories

Pharma Tax: 300% revenue growth after implementing TaxDome, team of 13 reduced time on bookkeeping tasks by up to 73%

How boosting operational efficiency and saving time with TaxDome helped Pharma Tax transform its client experience and triple its revenue — in just one year.
Asesoría ZPM: niche Spanish firm leveraging an improved client experience to unleash firm growth

#Client stories

Asesoría ZPM: niche Spanish firm leveraging an improved client experience to unleash firm growth

Discover how Asesoría ZPM, a digital accounting and consulting firm in Madrid, streamlined operations and improved client communication using TaxDome.
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