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TaxDome is on the road — join us in Westlake

Featuring expert speakers, customer success stories, and practical strategies.

Tuesday, October 20, 2026, 9:30 AM – 3:00 PM CDT.

Solana Business Park – Zenwork’s Office | Room 3 & 4

1600 Solana Blvd., Suite 8130, Westlake, TX 76262

Industry leader trusted by 10,000+ firms

Winner Comprehensive Firm Workflow Solution

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From strategy to execution — the roadshow agenda

9:30 – 10:00 AM | Kick off the day with coffee and connections, meet the TaxDome team and fellow firm owners

10:00 – 10:15 AM | Discover what your firm is actually worth today with a quick, honest valuation exercise

10:15 – 11:00 AM | Learn the operational levers that drive firm valuation, whether you’re scaling, preparing for a partner transition, or planning an exit

11:00 – 11:15 AM | Refuel on a coffee break

11:15 AM – 12:00 PM | Join a panel discussion and hear how firm owners made specific moves inside TaxDome, what the results looked like, and what they wish they’d done sooner

12:00 – 12:15 PM | Get a first look at what’s coming next in TaxDome and how it builds on what you’re already running

12:15 – 12:45 PM | Enjoy a lunch break

12:45 – 1:30 PM | Walk through three high-impact changes: client experience, intake and delivery, and payments. See exactly what the numbers look like when you set them up

1:30 – 2:15 PM | Get direct answers from the TaxDome team in a live Q&A. Bring your setup, your questions, and your edge cases

2:15 – 2:30 PM | Refuel on a coffee break

2:30 – 3:00 PM | Wrap up the day with key takeaways, your action plan, and open networking

Team

Meet the team and speakers behind the roadshow — your guides for the day

Chase Insogna

Director of Customer M&A

Natalia Garzon

Ecosystem Growth Lead

Carlos Gamez

Customer Success Account Manager

Why 10,000+ tax, accounting, and bookkeeping firms trust TaxDome

Andrew Payne, Senior Compliance Specialist, Foundation Group, 50+ staff serving 3,000+ clients

“TaxDome has greatly enhanced our daily operations as a company. We’ve been able to reduce a lot of manual, tedious input that we had to do [with] prior systems.”

John Siebert, CPA and owner of Siebert & Associates, 1,000+ clients, 10 team members

“The buy-in from the client base, the response from the clients have been overwhelmingly positive. We aren’t working 80-hour weeks anymore. Tax season is now manageable.”

Michael Flax, CPA, MBA, Founder & President, Flax CPA & Business Solutions

“TaxDome’s Bookkeeping Hub has been a game changer for our firm and our clients. It’s saved us over $10,000 a year by replacing another software we used for the same purpose. For our clients, everything now happens inside TaxDome instead of jumping to another tool to answer questions about transactions.”

Lisa Sheldon, founder of Blueridge Tax Accounting, 100+ clients, 5 team members

“You’re making things so easy for me and my team… it’s hard to justify an extra team member, even though I’m growing rapidly. It’s not replacing labor; it’s just letting accountants do accounting work — the software does the things that we don’t want to do.”

See TaxDome live in Westlake on October 20

Experience TaxDome like never before — join us for expert speakers, customer success stories, and practical strategies in Westlake!

Reserve my seat