Secrets to client satisfaction – TaxDome industry report 2024

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Insights from 1,000 taxpayers: what clients really think about their accountants

First-of-its-kind research. This is the only industry report that asked taxpayers directly about their satisfaction

1,000 voices that matter. Not accountants, not secondhand guesses, but real taxpayers, the people paying the checks

Actionable insights. Get clear guidance on how to turn taxpayer expectations into firm growth

Industry leader trusted by 10,000+ firms

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Inside the report

The truth behind client satisfaction

What clients are willing to pay 50% more for

What 87% of clients want from their accountants

Client types: how to spot Inspectors and Delegators and adapt your approach to each

The top 3 taxpayer pain points

Future expectations: how taxpayer needs are changing, and how to adapt today

The ROI of getting client experience right

See how improving the client experience led to real growth at Pharma Tax

Pharma Tax went from 60 to 180 clients and grew revenue from $350,000 to $1.1 million in one year

It all started with making things easier for their clients

When the experience feels right, clients stay

And they do more — they return, refer others, and trust you long term.

“Excellent tax service”

I couldn’t be more satisfied with the experience. From start to finish, the process was seamless and efficient… I will definitely be returning next year!

“5 STARS”

It was one of the most incredible experiences, and I was able to get the most value out of this past tax season. I can’t wait to work on the upcoming one!

“Easy processing”

My overall experience lifted any worries, frustration, and concerns dealing with other tax preparers… I scanned all my documents and uploaded them all in one setting! I will continue my tax journey with these ladies!

“Great tax preparation experience”

I’ve never experienced a more kind, personalized, efficient, and professional tax team. Using their client portal was so easy and user-friendly. I’ll definitely work with them again next year.

Boosting client retention and employee satisfaction – the Foundation Group story

We talked to Chris Farris, COO of Foundation Group, a team of 50+ serving 3,000+ non-profits, recognized on the Inc. 5000 list of fastest-growing private companies

“When it became apparent that we were impacting our clients and our employees, we knew we had to make a change”

Grow your firm and deliver better client experiences by understanding what your clients want

Winner Comprehensive Firm Workflow Solution

See TaxDome in action with a free demo

If the form doesn’t load, please call us at +1-833-TAX-DOME or email support@taxdome.com — we’ll help you schedule a meeting.

Insights from 1,000 taxpayers: what clients really think about their accountants

Download the report

The truth behind client satisfaction

What clients are willing to pay 50% more for

What 87% of clients want from their accountants

Client types: how to spot Inspectors and Delegators and adapt your approach to each

The top 3 taxpayer pain points

Future expectations: how taxpayer needs are changing, and how to adapt today

Download the report

The ROI of getting client experience right

Pharma Tax went from 60 to 180 clients and grew revenue from $350,000 to $1.1 million in one year

It all started with making things easier for their clients

When the experience feels right, clients stay

“Excellent tax service”

“5 STARS”

“Easy processing”

“Great tax preparation experience”

Boosting client retention and employee satisfaction – the Foundation Group story

We talked to Chris Farris, COO of Foundation Group, a team of 50+ serving 3,000+ non-profits, recognized on the Inc. 5000 list of fastest-growing private companies

“When it became apparent that we were impacting our clients and our employees, we knew we had to make a change”

Grow your firm and deliver better client experiences by understanding what your clients want

Download the report

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