Ready to create a client experience that feels seamless, warm, and professional — from first inquiry to offboarding? In this video, we’ll walk through 8 ways accounting firms can improve their client experience using tools like TaxDome, Dubsado, and automation workflows. You’ll learn how to simplify onboarding, keep clients updated, and use tech to build lasting trust. 🔹 Topics Covered: Why Client Experience Matters Website & First Impressions Lead Collection Made Simple Automating Acknowledgments Streamlined Onboarding Communication Touchpoints Offboarding with Impact Continuous Improvement & Feedback 👉 If you want help building these systems in your firm, we have two options for you. DIY with the exact TaxDome templates (email, chats, tasks & more) + trainings, community & live support inside the FutureProof Accountant, https://www.cabotandmain.com/futureproofaccountantmembership Or if you're ready to get our help designing, building & implementing your TaxDome or other accounting systems, book a call here: https://www.cabotandmain.com/book-a-call

Tax season doesn’t have to feel chaotic. In this video, we’re breaking down 5 things you can do right now to make busy season smoother, more organized, and less stressful — starting today. Here’s what we cover: ✅ Draft your key emails now — including: ✅ Update your organizers so they’re accurate and ready to go ✅ Train your team early (if you’re hiring help or adding staff) — don’t wait until February to show them how your tools work (p.s. Need help? We offer a full Admin Training Program that covers both technical systems and soft skills.) ✅ Onboard your clients into TaxDome so communication and document flow is seamless ✅ Double-check your pipelines and automations — make sure your system supports you, not the other way around Whether you’re preparing for your first tax season in TaxDome or just ready to streamline your workflow, these five steps will help you build a smoother, more scalable process. If you need help setting this up: 👉 Join the FutureProof Accountant membership for done-with-you support and templates 👉 Or book a customized TaxDome build 1:1 with our team 🔗 Learn more at https://www.cabotandmain.com/buildyourtaxdome 🔗 Join the membership: https://www.cabotandmain.com/futureproofaccountantmembership

Is TaxDome the right practice management software for your accounting firm? The short answer: maybe—but here’s why we personally love it & why we think you will too. After nearly 20 years working with accounting firms, corporate teams, IT projects, and workflow design, we’ve tested dozens (if not hundreds) of platforms. From document management to client portals to automation tools—we’ve seen what works and what doesn’t. 👉 And TaxDome stands out. In this video, we break down: ✔️ Why TaxDome might be the right fit for your firm ✔️ The all-in-one features accountants, CPAs, and bookkeepers love ✔️ The pros & cons of implementing TaxDome workflows ✔️ What makes it unique compared to other practice management software ✔️ Our honest experience helping firms streamline with TaxDome Why we love TaxDome: All-in-one features (workflow automation, e-signature, invoicing, document storage, client portal, website builder) Constant product improvements and updates Reporting features that keep getting better Team & client communication in one place Yes, there’s a learning curve—but you don’t have to do it alone. We’re independent consultants who help firms design, build, and implement TaxDome workflows so they can save time, reduce stress, and scale without chaos. ✨ If you’re asking “Is TaxDome worth it?” or searching for the best accounting practice management software, this video is for you. 🔗 Ready to streamline your firm with TaxDome? Contact us today to see if it’s the right fit for you. cabotandmain.com #TaxDome #AccountingWorkflows #PracticeManagementSoftware #TaxFirmTips #BookkeepingBusiness #AccountingAutomation #CPAWorkflow #FirmManagement

Struggling to get your clients on board with TaxDome during tax season? We get it—learning a new system can be frustrating for both you and your clients. In this quick video, we’ll walk you through practical strategies to help your clients adjust to TaxDome, minimize tech issues, and keep your workflow running smoothly. ✅ What You’ll Learn: - How to set expectations early so clients understand the benefits of TaxDome - Simple ways to help clients with common tech issues (without slowing you down) - How to automate & streamline client interactions for a smoother tax season - Quick tips to keep your clients engaged & using the platform efficiently 📌 Resources: 🔹 TaxDome Customized Support Options: visit our website to learn more 👍 Like & Comment if this helped you, and let me know what other TaxDome topics you’d like to see covered!

Sending professional proposals and engagement letters is a key step in onboarding new clients and setting clear expectations. In this tutorial, I’ll walk you through how to create, customize, and send proposals or engagement letters inside TaxDome to streamline your client intake process. ✔ Create a proposal or engagement letter template for consistency ✔ Set up pricing options and service selections ✔ Automate follow-ups for unsigned proposals using reminders ✔ Send and track proposals in TaxDome Having a solid proposal process ensures clarity, professionalism, and faster client approvals. Watch this step-by-step guide to simplify your workflow and improve client onboarding. Want to take your TaxDome processes to the next level? Check out our Takeoff with TaxDome Bootcamp for the exact templates & tutorials you need to get your tax or bookkeeping up & running inside TaxDome! 🔔 Like, comment, and subscribe for more TaxDome tutorials!

This video walks you through: ✔️How to request a client signature on a form 8879 (or any form you need) ✔️How to link this request to a specific job and invoice ✔️How to view the status of your pending signatures & payments in the document Have questions? Post here and let us know.

Want to give your clients the best experience inside TaxDome? In this quick tutorial, we'll show you how to customize your client portal settings so you can tailor the experience to fit your firm and client's needs! ✅ Adjust client portal permissions ✅ Customize notification settings ✅ Control document access & visibility ✅ Streamline communication inside the client's account A smooth running client portal makes it easier for clients to navigate, ensures better communication, and reduces unnecessary back-and-forth. Need more TaxDome training? Check out our full TaxDome Bootcamp to master your workflows! cabotandmain.com 🔔 Don’t forget to like, comment, and subscribe for more TaxDome tips!

Stopping TaxDome Client Reminders & Controlling Your Client Communications! Discover how to properly manage, pause, and stop automatic reminders in TaxDome with this quick tutorial. We love the reminders in TaxDome, but there are some situations where if may make sense to pause or turn them off. Let's talk about how. What you'll learn: ✅ Turning off automatic reminders ✅ Managing reminder settings per client ✅ Stopping reminders for Proposals/ELs, Organizers & Signature Requests This quick guide helps you take control of your TaxDome communication and meet your clients where they're at.

Does accounting firm need to streamline your client onboarding process? In this webinar, we will help you: -Understand how onboarding can transform your business -Explain why you will love using TaxDome to onboard clients -Learn the key automations you can use inside TaxDome to transform your onboarding process -Get clear on client onboarding best practices -Learn the 6 pipeline stages you need inside your TaxDome pipeline to onboard clients -And discover the core steps to building this pipeline out PLUS…get a demo of our onboarding pipeline inside TaxDome, learn how clients can self-service the onboarding automations, and get our free tool that will show you the exact stages and automations you need. Download the free tool at cabotandmain.com