TaxDome certified practice

Your tax firm,
out of the spreadsheet era

Tax season lives in your inbox, a dozen shared drives and one heroic Excel file. We move the whole practice into TaxDome — client portals, document requests, job status, e-signatures — in about two weeks, done for you while you keep filing. Built by CPAs who ran the old way for fifteen years.

Book a free teardown See packages

Tax professional working in practice management software

Austin, TX — Average go-live: 14 days

Why migrate now

Every season spent in email is a season you paid for twice

The average preparer spends 5-9 hours a week on status emails, chasing organizers and hunting for documents. Multiply that across a season and it is a part-time job that produces no revenue and plenty of client friction.

TaxDome is the practice platform built for tax firms: client portals, document collection with reminders, job pipelines, e-signatures, billing and a client mobile app. We are an independent consulting firm that moves firms onto it — we know the software, and more importantly we know the season.

The platform

What TaxDome replaces in your practice

One subscription replaces the patchwork. Below are the modules we configure and connect on day one — the same setup for a solo EA or a twenty-preparer firm.

Portals

Client portal & mobile app

Every client gets a branded portal and the TaxDome mobile app: documents, messages, invoices and e-signatures in one place — no more "did you get my W-2?" emails.

Documents

Document collection

Structured requests with automated reminders chase clients for you. Files land organized by client and year, OCR-searchable, with full version history.

Workflow

Job pipelines

Kanban-style pipelines show every return stage: requested, received, in review, signed, filed. Deadlines and task auto-assignment keep the season honest.

E-sign

E-signatures

Engagement letters and IRS e-file forms signed in minutes from any device, with audit trail — 8879s included.

Billing

Invoices & payments

Fixed-fee or hourly invoices sent from the portal, paid by card or ACH. Automated payment plans for balance-due clients.

Automation

Bots & templates

Automated emails, task triggers and document templates do the repetitive work: onboarding sequences, reminder cadences, filing checklists.

From a real migration

Week one, the client list on the wall

Every migration starts on paper.

No stock screenshots of somebody else's firm: this is a real engagement, shared with the client's permission.

The people doing the work

CPAs first, consultants second

Rebecca Salazar

Founder, CPA

Fifteen years in tax practice — five of them as managing partner of a nine-preparer firm she migrated to TaxDome herself in 2019. She leads every teardown and writes the migration plan personally.

Daniel Whitcomb Implementation lead

Ex-TaxDome onboarding specialist: he has personally moved 200+ firms, from solo EAs to 40-seat CPAs. The one who says "we've seen this before" about every spreadsheet horror story.

Priya Raghavan Data engineer

Builds the import scripts: clients, prior-year documents, templates and job history land in TaxDome clean and deduplicated. Her record: 11 years of files for 1,400 clients without losing one.

Marcus Bell Training & adoption

Runs the team training and writes your firm's playbook. His measure of success: your staff stops asking where things are by week two, not week six.

Packages

Four ways out of the spreadsheet

Most firms pick this

Everyone starts

Free Practice Teardown

A CPA reviews your current stack — software, spreadsheets, document flow, season timeline — and maps exactly what TaxDome replaces. Written plan included, zero obligation.

Free teardown before anything
Go-live in 5-14 business days
Training recorded and yours to keep

Free 45 min

Solo EA Setup

$490one-time

Solo practitioners

Portal branding, organizer and engagement-letter templates, one workflow pipeline, client import up to 150, one training session. Go-live in 5 business days.

Firm Migration

$1,850one-time

2-10 preparers

Everything in Solo plus multi-pipeline workflow, full document import, e-signature setup, billing, two training sessions and a 30-day post-launch helpdesk.

Season-Ready Enterprise

$4,200one-time

11+ preparers

Full migration at scale: batch imports, custom automations, firm-wide playbook, admin training, deadline calendar integration, 60-day priority support.

TaxDome subscription billed separately by TaxDome Inc.; we configure the account you own. Prices in USD. Payment plans available on Firm and Enterprise.

How it works

From first call to go-live

Teardown

45 minutes with a CPA: your software, your spreadsheets, your season. You get a written migration map — what moves, what retires, what stays.

Build week

We configure portals, pipelines, templates and automations in a sandbox, then import clients and documents. You review on Thursday, not after launch.

Go-live & training

Your staff learns on real clients, not demo data. Two live sessions (recorded) plus a written playbook in plain English.

Season support

30-60 days of helpdesk after launch: the first extensions, the first e-file forms, the first busy week — we are on the other side of the phone.

Client stories

Firms that made the switch

"Twelve years of Outlook folders and a shared drive nobody trusted. Fourteen days later, 640 clients in TaxDome and my staff stopped printing organizer packets. The first season after migration billed 19% more with the same team."

Karen Osei
EA, 6 staff — Round Rock, TX

"I expected consultants who know software. I got CPAs who know the season. They rebuilt my engagement letters better than my old ones and caught a workflow gap that had cost me a late 1120-S two years running."

David Tran
CPA, solo — San Antonio, TX

"The training was the difference. Marcus trained my preparers on OUR clients, not a demo firm, and recorded it — my seasonal hires watch it every January. Zero support tickets by November."

Marta Kowalczyk
CPA firm, 11 preparers — Houston, TX

Before you book

Frequently asked questions

No. We are an independent consulting firm. You subscribe to TaxDome directly — the account and all data stay yours. We do the migration, setup and training; our disclaimer notes we are not affiliated with TaxDome.

Solo setups go live in about 5 business days. Most 2-10 preparer firms take 14 calendar days. Larger firms run 3-4 weeks, mostly waiting on document exports from legacy systems.

No. Priya's import scripts bring clients, prior-year documents and templates over with deduplication. Original files remain untouched on your side until you choose to retire them.

The teardown maps what retires and when. Most firms keep last season's tool read-only until the first full cycle in TaxDome closes, then cancel.

Yes — that is Marcus' specialty. Sessions are recorded so January hires watch the same material, and the playbook documents every recurring workflow.

Our packages are $490-$4,200 one-time. The TaxDome subscription is billed separately by TaxDome and varies by firm size; we model it for you in the free teardown.

Book the teardown

Forty-five minutes, written plan, zero obligation

Tell us about your firm: size, current stack and biggest season pain. A CPA — not a salesperson — replies within one business day.

Phone (512) 555-0148
Hours Mon-Fri 9am-6pm CT

Email [email protected]

Your tax firm,out of the spreadsheet era