You don’t need to become a tech expert to get the most out of TaxDome.
We build your system for you — so you can focus on what you do best: serving clients and growing your firm.

Who This Is For
(aka “Is this you?”)
You signed up for TaxDome because you wanted automation, efficiency, and a better client experience.
But now? You’re:
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Spending hours watching tutorials and still feeling stuck
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Worrying if you’ve set it up “right”
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Wondering if this tool will actually save you time — or just add to your tech overwhelm
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Sound familiar?
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We help accounting professionals, tax firms, and bookkeepers turn TaxDome into a seamless, scalable system that supports their growth—without the stress.
Why Work With Us Instead of DIYing or Using TaxDome’s Internal Team?
Not all TaxDome builds are created equal.
Here’s what sets us apart:
✅ 15+ Years Working in Accounting & Operations
We don’t just understand the software — we understand your workflow, your client needs, and how tax seasons actually run.
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✅ We Don’t Use Templates
Every build is custom-tailored to your firm’s structure, team, and goals. No cookie-cutter workflows here.
​​​✅ We Actually Care
This isn't just another system to us — it's your business. We treat it that way.
✅ Done-With-You or Done-For-You
We can fully implement your TaxDome system or work alongside your team to upskill and optimize.
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✅ Beyond the Build
Need help integrating with other tools? Want to improve your onboarding or client communication? We go way beyond setup to ensure your team is ready to go.
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What's Included in a Custom TaxDome Build
Let's Dive In to Why You're REALLY here
✔ Customized Workflow Mapping to design your ideal workflow that works for your firm
✔ Pipeline Setup inside TaxDome so you don't have to spend your time on the manual work
✔ Automated Email Sequences to free up valuable time
✔ Task & Team Management built into your pipelines and delivered via training for your team
✔ Client Portal Optimization built out for you
✔ Template Library (emails, tasks, organizers)
✔ Client Automations to make everyone's lives easier
✔ Review + Training for Your Team
✔ Ongoing Support Options Available
How it Works
Elevate your business with Cabot & Main's expert consulting services. Our team offers strategic guidance, analysis, and operational improvement to drive your success.

Complete the Below Form
The more detail you provide in this questionnaire, the better audit we'll be able to provide you.

Hold Your Call
During the 30 minute call, we will review your completed form & help you determine the right next steps
Hi there!

