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Every disconnected tool costs you twice. Once to buy it. And once to keep it synced.

See exactly what your current setup is costing you in time, money, and client trust with data from firms your size

Take a 9-question assessment and find out if your systems are ready for the firm you’re building

Read how an 11-person firm managing 1,000+ clients went from five disconnected systems to one — without losing a tax season doing it


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5 signs your firm has outgrown its systems

If more than one of these feels familiar, it’s not just you — this is what it looks like when your systems can’t keep up anymore.
  • Half the team’s day is spent moving information from one tool to another

  • Chasing clients for documents and signatures has become routine

  • Clients ask questions you’ve already answered because nothing lives in one place

  • There’s always a quiet worry that something slipped through the cracks

  • One person on the team knows how everything works, and everyone depends on them

The real cost isn’t just subscriptions

It’s the invisible hours spent keeping everything connected.

86% of clients say they’d engage more if everything lived in one place

They want one login, one workspace, one place to communicate and share documents.

4 hours lost per employee every week

Time disappears switching tools, re-entering data, and chasing updates across systems.

37% of software spend is wasted

Firms often pay for tools that overlap, go unused, or require additional manual work.

Here’s what’s inside

57% of firms want to be on fewer than 5 tools within 3 years. Most just don’t know where to start.

How your current systems hold you back from growth you’re ready for. 

Where fragmented tools are costing your team the most, and which gaps to close first.

How one firm cut tax return setup time from 20 minutes to 2 without disrupting their season.

What to fix now, what can wait, and how to sequence the transition without overwhelming your team.

Why we built this
You don’t build a firm to manage software. You build it to serve people, lead a team, and grow something meaningful.
Ilya Radzinsky, co-founder and Chief Product Officer at TaxDome

Ready to see where your firm stands?

Most firms that go through the assessment come out knowing exactly what to change first.

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