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

Ready to finally organize your tax workflows in TaxDome? In this 5-day plan, I’ll walk you through exactly how to build or fix your TaxDome tax pipeline—from mapping stages and setting automations to testing and training your team. Whether you’re starting from scratch or cleaning up a messy system, this step-by-step approach will help your firm run smoother and make tax season easier.

If you’ve been wondering “Is TaxDome the right practice management software for my firm?”  the short answer is: maybe. And I say maybe...

If you’re managing separate workflows for 1040s, 1120s, 1120-S returns—and possibly even more—you already know the pain. ❌ Too many pipelines to manage ❌ Too much duplication ❌ Too easy for things to fall through the cracks

Most firm owners think they have a people problem. Or a software problem. Or a time problem. But in reality, they have a workflow problem—and it’s quietly eating away at their profits, capacity, and client experience.

Most accounting firms hit a ceiling—not because they lack clients, but because their workflows can't keep up. In this post, we break down the real reasons firms stall out and show you how streamlined, automated systems (especially inside tools like TaxDome) can help you reclaim your time and scale with less stress.

As an accounting firm owner, you’re no stranger to long hours, endless client requests, and the constant juggle of keeping everything runnin

Onboarding Done Right for Accounting Admins

How to Create an Effective Client Communication Plan for Onboarding Clients into TaxDome ( Download your free guide, including training...