Client stories

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

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

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 involved in onboarding new customers so she can spend more time advising her clients.

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.

With more than 20 years of experience in the industry, Munim Hassouni knows what it takes to run a successful accounting business. We sat down with Munim to find out how TaxDome has helped him build a forward-thinking and efficient accounting business.

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

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.

Meet Darren Dowdell, founder of Acade Tax Services LLC in Buffalo, NY. Since 2008, he’s managed to grow his client base up to 600 clients, and is adding 400 more in the coming year with the help of TaxDome’s workflow automation.

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

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. 

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 with the TaxDome team, Joe has a fully functioning, automated pipeline with custom communications to clients every step of the way.

Meet Dane Janas, an Enrolled Agent and the founder of Boundless Tax firm. Dane founded Boundless Tax firm in 2017 and during 2020 he has converted to being a 100% virtual firm. He has automated many manual processes, increased client adoption, and is now looking to add new hires as his client base is actively growing.

Meet Amber Gray-Fenner, owner of Tax Therapy, LLC. She’s not only an EA, but also a tax writer and a regular columnist for forbes.com and thinkoutsidethetaxbox.com.

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.

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 management.

Meet Michelle Cook, one of the partners at Carter Cook CPAs that helps small local businesses run more efficiently and maximize profit. 

Meet Stephanie Papini — a Toronto based CPA with a background in an auditing firm. While on maternity leave, Stephanie started building her own accounting business taking on clients from a retiring family member.