Case study: how a firm achieved 5-star client loyalty with TaxDome

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[Case study] How a team of 10 with 1,000+ clients achieved 5-star loyalty

For accounting firms, a poor client experience isn’t just a client problem; it’s a firm problem, making work harder and more stressful.

That’s what John and Hope Siebert faced as a result of an unusable client portal and confusing, disconnected tools.

However, John and Hope did something that transformed how 1,000+ clients felt, and now their clients love working with their firm – the case is explored in this study.

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Explore Siebert & Associates, CPAs story

And get a checklist with tips to exceeding client expectations.

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Meet the firm behind that incredible story

About Siebert & Associates, CPAs

We spoke to John and Hope Siebert to discover their secret to client satisfaction

Founded in 2005 in Columbus, OH

10 staff and 1,000+ clients

Provide full-service accounting

Started using TaxDome in October 2022

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.

John Siebert, CPA and firm owner

Download the case study + a checklist with actionable steps to exceeding client expectations

Learn from the firm that has already streamlined its client experience

How to consolidate 6+ tools into 1 efficiency engine

How to achieve 42% same-day billing setup without staff involvement

How 10 people can operate with 25-person practice efficiency

How tool consolidation eliminates productivity drain

Get the case study

It’s just so much quicker, so much easier. We've got reviews on Google saying, "Hey, this portal is fantastic, thank you for changing." It exceeded my expectations.

Hope Siebert, Office Manager

3 breakthroughs that changed everything for Siebert & Associates

Simplified, centralized client experience

Clients now upload docs, sign forms, pay invoices, and send messages in one place.

Higher engagement and faster turnaround

With user-friendly tools, clients respond faster, helping the team stay ahead of deadlines and reduce follow-ups.

Mobile app clients actually love

Even tech-shy clients are confidently scanning, uploading, and e-signing from their phones.

Learn how Siebert & Associates reimagined the client experience

And discover what you can do to boost client satisfaction, save time, and drive firm-wide success.

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.

[Case study] How a team of 10 with 1,000+ clients achieved 5-star loyalty

Explore Siebert & Associates, CPAs story

About Siebert & Associates, CPAs

Founded in 2005 in Columbus, OH

10 staff and 1,000+ clients

Provide full-service accounting

Started using TaxDome in October 2022

Learn from the firm that has already streamlined its client experience

How to consolidate 6+ tools into 1 efficiency engine

How to achieve 42% same-day billing setup without staff involvement

How 10 people can operate with 25-person practice efficiency

How tool consolidation eliminates productivity drain

3 breakthroughs that changed everything for Siebert & Associates

Simplified, centralized client experience

Higher engagement and faster turnaround

Mobile app clients actually love

Learn how Siebert & Associates reimagined the client experience

Explore Siebert & Associates, CPAs story

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