Building a Future-Ready Accounting Firm: Turning TaxDome Into a Fully Automated Hub

When a mid-sized CPA firm realized their systems were holding them back, Cabot & Main helped turn their tools into a scalable growth engine.

The Challenge: Scattered Systems, Reactive Workflows

This 10-person firm offered a full suite of services—tax, trust and estate tax, bookkeeping, payroll, and tax planning—but behind the scenes, their systems were fragmented.

Despite using TaxDome, much of their day-to-day still ran through manual checklists, email threads, and spreadsheets. The result? Missed visibility on deadlines, unclear ownership, and a reactive approach that made every busy season feel like survival mode.

Their leadership team wanted to grow, but their processes simply couldn’t scale.

The Approach: Rebuilding TaxDome Workflows for Growth

Cabot & Main partnered with the firm to rebuild their internal systems—transforming TaxDome into a fully automated operations hub.

Together, we focused on structure, automation, and client experience. Our team worked directly with their leadership to design end-to-end workflows for:

• Tax compliance (1040, business, and decedent workflows)

• Tax planning and advisory

• Client onboarding and referral partner coordination

• Project management and internal collaboration

By fully leveraging TaxDome’s capabilities, we helped the team:

• Replace manual admin work with smart automation using organizers, templates, engagement letters, and pipelines

• Automate key steps in tax compliance so the team could focus on value-added work

• Customize organizers to collect complete client data early in the process

• Centralize all client and referral touchpoints inside TaxDome

• Build conditional automations that personalize each client’s journey

• Engage the team in collaborative workflow design, strengthening communication and ownership

The Results: Efficiency Meets Clarity

The results were immediate and measurable.

✅ 70% of onboarding admin tasks now run automatically

✅ Tax compliance became a proactive, organized process

✅ Team clarity improved across ownership and deadlines

✅ Onboarding time dropped significantly

✅ TaxDome became the single source of truth for the entire firm

✅ Internal collaboration flourished as workflows encouraged proactive communication

As the firm shared publicly on LinkedIn:

“We highly recommend an implementer like Cabot & Main.”

The Outcome: Systems That Scale

By harnessing TaxDome’s full potential, the firm turned daily operations into an efficient, scalable system that supports both growth and client experience.

With repetitive admin tasks automated, their team can now focus on what truly matters—delivering more value to clients and building a firm that’s future-ready.

Ready to Streamline Your Accounting Firm?

If your systems are holding you back, Cabot & Main can help you design workflows that scale with you, not against you.

👉 Book a call to see how we can help you transform your operations through automation and smart systems.