Find the Right Fit For Your Firm
Every firm is different—so we offer two powerful ways to future-proof your tech and workflows.
Whether you're a lean team that wants a focused TaxDome build or a growing firm in need of a full tech strategy, we’ll meet you where you are.
👉 Use the guide below to explore the differences and choose the path that fits your needs.
Custom 1:1 TaxDome Build
Perfect for firms who:
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Know TaxDome is their system of choice
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Need expert setup and implementation
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Want a done-for-you build that reflects how they work
What’s included:
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A tailored build of your firm’s services inside TaxDome
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Custom workflows, automations, templates, and client comms
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Full setup, testing, and team training
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Post-launch support for smooth adoption
✨ You’ll walk away with a fully functional TaxDome workspace that’s ready to scale—built by consultants who actually get accounting firms.
Future-Proof Firm Blueprint
Perfect for firms who:
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Are scaling or optimizing operations
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Need strategic guidance and a holistic plan
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Use multiple systems or want help choosing the right stack
What’s included (phased approach):
Phase 1 (Required):
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Strategic tech & ops audit
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Roadmap for your ideal tech + workflows
Phase 2 (Optional):
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Workflow & system design tailored to your firm
Phase 3 (Optional):
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Full implementation, team training, and support
✨ We don’t just build systems—we build the right systems for long-term growth, even if they go beyond TaxDome.