US – English
UK – English
Canada – English
Australia – English
Danmark – Dansk
DACH - Deutsch
France – Français
España – Español
Sverige – Svenska
Italia – Italiano
Nederland – Nederlands
Portugal – Português
Suomi – Suomi
Norge – Norsk
日本 – 日本語
Romanian – Română
One practice management platform, every firm in the portfolio
One firm’s tech stack is a headache. Six is a liability. TaxDome gives every firm in your portfolio one operating standard, so integration stops depending on how well the last firm kept its records.
Growth by acquisition creates its own kind of chaos
A fund deploys capital, an operator buys a handful of firms, and the plan is to hit a revenue target inside a few years. It works on paper. In practice, every acquisition drags its old tech stack in with it, and the bigger the portfolio gets, the harder it is to actually extract leverage from what was bought.
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Different tools everywhere
Every acquired firm arrives with its own client portal, its own billing setup, and its own version of “how we do things here”.
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No single view of the portfolio
Leadership pieces together performance from individual firm reports instead of seeing the whole group in one place.
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Integration gets harder, not easier, with each deal
Without a shared standard, onboarding firm six takes just as long as onboarding firm one did.
A standard you can roll out firm by firm
TaxDome isn’t something you implement once and hope holds up. It’s built to absorb each new acquisition on a repeatable path.
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1
Migrate
Move a newly acquired firm’s clients, documents, and history onto TaxDome without asking clients to start over.
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2
Standardize
Put every firm on the same workflows, templates, and client experience, regardless of what they ran before.
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3
Automate
Replace manual handoffs with pipelines that run the same way in firm one and firm six.
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4
Measure
Get performance data at the individual firm level and the portfolio level, from one dashboard.
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5
Scale
Bring the next acquisition onto the same standard, faster than the last one.
What changes when the portfolio runs on one system
| Before TaxDome | After TaxDome | |
|---|---|---|
| Category | ||
|
Workflows |
Every firm runs its own process, documented differently or not at all | One workflow standard applies across every firm in the portfolio |
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Client experience |
Clients notice the ownership change through a confusing new portal or none at all | Clients keep one consistent, professional experience through the transition |
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Visibility |
Leadership assembles portfolio performance from individual firm reports | Leadership sees every firm’s pipeline, workload, and revenue in one place |
|
Billing |
Each firm bills its own way, with its own tools | Billing runs on one system, ready to support new service lines |
|
Onboarding the next acquisition |
Starts from zero each time | Follows a repeatable, faster integration path |
Where the money and the risk actually sit
Four measures of whether the roll-up is actually working, and how TaxDome moves each one.
Firms with multiple offices and multiple service lines already operate on TaxDome today
“TaxDome has helped in every aspect of our goals. The workflow management was incredible. Ensuring that work has been done, knowing exactly where it is in the process, how long it’s been there.”
Patrick Payne
Owner, Your Modern Accountant
“We’ve been using it for the last couple of years and there’s been a pretty significant shift in the quality of the work that we’re able to produce with as minimal effort as possible.”
Corey Whitaker
Managing Partner, Evolved Finance
Frequently asked questions
Does TaxDome support multiple firms or entities under one account?
Yes. Each firm gets its own workspace, and portfolio leadership sees pipeline, workload, and revenue across every firm from one place, with role-based permissions controlling who sees what.
How fast can a newly acquired firm get onto TaxDome?
We support full migration of a firm’s clients, documents, and history, plus onboarding guidance to get staff working the new way without disrupting an active tax season.
Will clients notice the acquisition?
They’ll notice the transition matters, but they keep one consistent, secure client experience through it. That continuity is a big part of what protects retention when a firm changes hands.
Can each firm bill differently while we still report on the portfolio centrally?
Yes. Each firm can keep its own billing setup while portfolio leadership still sees performance across the group in one place, and every firm is ready to run new service lines on the same system when you want to introduce them.
Does TaxDome work with the AI tools we already use across the portfolio?
Yes. Atlas, TaxDome’s built-in AI, handles operational busywork end-to-end across every firm, and a connector lets your own AI tools work directly with TaxDome data without exporting or duplicating it. Learn more about Atlas here.
“TaxDome made bringing our acquired firms’ clients on board much easier. The import tools saved us a lot of time, and our account manager walked me step by step through getting everyone uploaded properly and set up for our clients. The whole process went smoothly.”
Mili Borzini
Operations Manager, Compound Wealth Advisory and Tax