TaxDome setup and optimization
You bought TaxDome. Now make it run your firm.
The software is only as good as its configuration, and most firms use a fraction of it. We set TaxDome up around how your firm actually works, then automate the parts that still run on memory.
We work with accounting, bookkeeping, and tax firms and nothing else.
Two situations, one fix.
On TaxDome, but it's reproducing your old habits
Unused features, inconsistent naming, no recurring-job structure, and weak team adoption. The tool is in place but the manual practice never left. It's a more expensive version of the spreadsheet.
Still on spreadsheets and Google Sheets
Critical firm knowledge lives in individual habits rather than a system. When someone is out, or leaves, the knowledge goes with them. Moving to TaxDome is the chance to put that structure in one place.
What we configure and build.
Recurring jobs created from year end dates, quarterly estimated tax dates, sales tax filing periods, and payroll frequency.
Naming conventions, service tags, pipeline stages, and job templates applied consistently.
Task ownership, reminders, and overdue escalations automated.
Engagement letters and service schedules generated for e-signature.
Migration of spreadsheet stages into standard pipelines, for firms moving across.
Role-based SOPs, live training on your actual workflows, and a 30-day post-launch optimization check.
The stack it plugs into.
TaxDome alongside your bookkeeping, tax, and payroll software. No new platform on top. We configure what you bought and connect it to what you already run.
Not affiliated with or endorsed by TaxDome.
The guarantee.
Fixed price and a fixed ship date in writing. Miss it and we work free until it's live, plus 10% off your next build.
TaxDome FAQ
TaxDome, answered.
You can configure it yourself, and many firms start that way. What a TaxDome consultant adds is the recurring-job structure, naming discipline, and automation that most firms never get to because the day job comes first. We do the setup once, properly, and train your team on your actual workflows.
Usually, yes. Most firms run a fraction of what they're paying for: no recurring-job templates, inconsistent naming, manual chasing that could be automated. The Clarity audit shows exactly which features are idle and what configuring them would save.
We connect it where TaxDome supports it, through official, permissioned integrations, alongside your bookkeeping, tax, and payroll tools. We claim only the integrations we can genuinely deliver, and Clarity confirms what's possible for your specific stack before any build.
Start with Clarity.
Setup and optimization work is quoted through Clarity like any build: a costed plan for exactly what your TaxDome configuration needs. Delivered in 5 business days or it's free.