TaxDome

TaxDome TaxDome is the leading practice management platform for tax, bookkeeping & accounting firms. Scale your firm while delivering a world-class client experience.

Trusted by 15,000+ practices in 25+ countries, with a 4.9-star client app and 40,000+ reviews.

Most firms bill after the work is done, and then spend weeks chasing the balance. Ryan Lazanis, CPA, CEO of Future Firm ...
09/04/2026

Most firms bill after the work is done, and then spend weeks chasing the balance. Ryan Lazanis, CPA, CEO of Future Firm Inc., advises firms to do the opposite: 100% payment up front, on every engagement, no exceptions. This is how he ran his previous firm with virtually no accounts receivable.

👉 Swipe through for the exact framework, in his own words.

Read the newsletter and grab the full guide. Link in the comments.

Contables: llegó el momento de cobrar lo que realmente vale tu trabajo.Te invitamos al seminario virtual GRATIS "Cómo ve...
09/03/2026

Contables: llegó el momento de cobrar lo que realmente vale tu trabajo.

Te invitamos al seminario virtual GRATIS "Cómo vender CARO y atraer más clientes", el 16 de septiembre a las 12:00 PM EDT, con Ariel Baños (fundador de FijaciondePrecios.com y autor de "CARato"), junto a Olga Hurtado, Founder & CEO de NeatBooks y Edwin González, Community Relations Manager de TaxDome.

En 45 minutos vas a aprender a:
✅ Detectar oportunidades para cobrar más sin perder clientes
✅ Identificar por qué tus clientes realmente compran
✅ Evitar descuentos innecesarios
✅ Aplicar una herramienta práctica desde el mismo día

100% en español. Gratis. Abierto a toda la comunidad contable, uses o no TaxDome.

Registrate aquí → https://www.bigmarker.com/taxdome/c-mo-vender-caro-y-atraer-m-s-clientes

¿No puedes asistir en vivo? Regístrate igual: te enviamos la grabación.

Etiqueta a un colega contable que debería estar ahí.

09/02/2026

"When I speak to other firms who aren’t using TaxDome, what I tell them is if they want to scale, if they want to know exactly what’s going on, and they want happy clients but also happy team members, then TaxDome is going to get them there. One-hundred percent."
Patrick Payne | Founder & Owner
Your Modern Accountant | 12 staff
Toronto, Ontario

Your Modern Accountant is a fully remote Canadian firm serving clients from Ontario west to BC. Before TaxDome, Patrick's team was fighting a visibility problem: no clear way to see what everyone was working on, where a file stood, or what happened to it last. That uncertainty is what made scaling feel risky. TaxDome systemized and standardized their process end to end, so onboarding a new client or a new team member went from a scramble to a repeatable motion. Three tax seasons in, the team always knows where a piece of work sits and who owns it, and Patrick gets to spend his attention on growth instead of the foundation underneath it.

His clients feel it too. They handle filing, bookkeeping, and messaging from their phones, no computer required, and the whole experience just works for them. Patrick surveys his clients every year on the tools he's chosen for them, and TaxDome keeps coming back four and five stars. He's not alone: TaxDome's client app holds 4.9 stars across 40,000+ reviews.

The benefit he didn't see coming was the community. Patrick and his team trade ideas with other tax pros and bookkeepers, learn how other firms run their workflows, and the features they request actually get built, often fast.

Patrick believed in TaxDome enough to build his firm on it for three tax seasons. He believed in it enough to eventually join the company, and he now serves as Director of TaxDome Payments while still running his practice. These days he's on the road with the team sharing his succession and growth plan.

Catch Patrick at an upcoming stop and bring your questions → Link in the comments.

You can get advice on selling your firm from a consultant. Or you can get it from the people who have actually done it.O...
09/01/2026

You can get advice on selling your firm from a consultant. Or you can get it from the people who have actually done it.

On September 9, meet our webinar panel, each bringing a unique perspective to the deal table:
● Chase Insogna, a CPA who bought a firm, grew it to 20 people, and successfully sold it.
● Rocky Lippold, a 30-year veteran who has built, sold, and actively buys firms today
● Jon Gross, TaxDome's CFO, explains how buyers analyze financials and calculate firm value
● Petar Iliev, TaxDome's CRO, hosts the discussion and leads the live attendee Q&A

Together they'll cover how firms like yours are valued, how to choose the right buyer, and what a good sale looks like. Bring your questions. There's a live Q&A at the end.

Bring your questions for the live Q&A! Whether you're planning an exit now or simply building practice equity, join us to discover what your firm is really worth.

Save your spot. Link in the comments.

Câți dintre clienții dvs. v-au întrebat deja ce faceți în privința inteligenței artificiale?La Digital Accounting Summit...
09/01/2026

Câți dintre clienții dvs. v-au întrebat deja ce faceți în privința inteligenței artificiale?

La Digital Accounting Summit România 2026 vom aborda întrebările care îi preocupă astăzi pe liderii firmelor de contabilitate:

✓ Cum construiți o firmă care poate funcționa eficient și fără implicarea dvs. în fiecare decizie?
✓ Cum vă protejați firma de riscurile de securitate cibernetică, tot mai frecvente de la un an la altul?
✓ Cum comunicați valoarea serviciilor dvs. înainte ca un concurent mai ieftin să o definească în locul dvs.?
✓ Ce înseamnă consolidarea pieței pentru afacerea pe care ați construit-o?
✓ Cum conduceți o echipă atunci când sunteți și principalul specialist tehnic?
✓ Ce așteaptă clienții de astăzi, mai bine informați și cu cerințe tot mai ridicate?
✓ Cum vă dezvoltați firma fără să pierdeți ceea ce a făcut-o valoroasă încă de la început?

În 2026, aceste întrebări nu mai pot fi amânate. Sunt decizii care vor influența viitorul fiecărei firme.

Dacă măcar una dintre ele vă preocupă, locul dvs. la Digital Accounting Summit România vă așteaptă.

Participarea este gratuită, iar locurile se ocupă rapid. Înscrieți-vă chiar astăzi: https://taxdome.com/ro-ro/digital-accounting-summit-2026

Thinking about the next chapter for your firm? Whether that means scaling up, selling, or handing the reins to someone e...
08/31/2026

Thinking about the next chapter for your firm? Whether that means scaling up, selling, or handing the reins to someone else, the TaxDome Roadshow is coming to Orlando to help you plan it.

You'll hear from people who have done it. Chase Insogna, our Director of Customer M&A, leads a keynote presentation on succession planning, followed by a panel of firm owners sharing how they built practices worth scaling and selling:

● Brian Davis, CEO of One Stop CPA: rebuilt his practice around advisory and now coaches other small-firm owners on AI and pricing through his Growth Lab community. CPA Practice Advisor 40 Under 40.
● Luis Joel Vazquez, Founder & Principal CPA of Luis Joel Vazquez CPA: represents clients before the IRS, expertised in tax resolution, audit representation, and tax debt negotiations, services that extend well beyond standard accounting. 2025 MYCPE ONE Excellence Awards winner.
● Mariet Ostos, Founder of Success Orlando: works as a fractional CFO and tax strategist, helping thousands of individuals and business owners cut their tax bills and build long-term wealth.

Hosted by Petar Iliev, our Chief Revenue Officer, with the TaxDome team on hand all day: Juan Santamaria, Senior Onboarding Manager, and Natalia Garzon, Ecosystem Growth Lead.

Walk away with a plan to scale, sell, or pass on your firm, straight from people who have.
Grab your seat today via the link in the comments.

📅 September 3 | 9:30 AM – 3:00 PM
📍 Sheraton Vistana Resort Villas, Lake Buena Vista/Orlando

We pulled operating data from more than 15,000 firms. On September 3rd, you'll see exactly where yours stands.The TaxDom...
08/28/2026

We pulled operating data from more than 15,000 firms. On September 3rd, you'll see exactly where yours stands.

The TaxDome Roadshow comes to Orlando for a full day built for firm owners who want a plan they can act on Monday morning.

What the day covers:

● Sessions with Chase Insogna on the succession and growth plan he wishes he'd built sooner
● A panel with Mariet Ostos, Brian Davis, and Luis Joel Vazquez sharing strategies to scale their CPA practices, prepare for a partner transition, or planning an exit
● A live Q&A where you can raise the specifics of your own firm

We’ll discuss 3 operational changes worth $1M to $3M+ in firm value. You'll also benchmark your firm against operating data from more than 15,000 firms, so you leave knowing exactly where you stand and what to change first.

● Where: Sheraton Vistana Resort Villas, Lake Buena Vista/Orlando
● When: September 3, 2026, 9:30 AM to 3:00 PM

Free to attend. Seats are limited.
Register via the link in the comments.

08/27/2026

Before Juno touched a single business return, the TaxDome integration was already running at scale on 1040s.

This season: 300,000+ intake checklists completed in TaxDome, 100,000+ documents sent to Juno, and 88% of them came through with zero manual entry.

Business returns run on that same proven infrastructure. The scale is already there.

Get the full webinar recap and recording. Link in the comments.

Extension season catches firms off guard every year. It doesn't have to.We sat down with four firm owners, Yehuda Tenenb...
08/26/2026

Extension season catches firms off guard every year. It doesn't have to.

We sat down with four firm owners, Yehuda Tenenbaum, Jeremy Wells, Trudy Langston, and Drew Chumley, and asked how they actually run it.

Different setups. Different locations. The same success in managing extensions.

We gathered all the insights together and put it in a downloadable PDF so you can plan a better extension season.

Swipe through for details and download the full one-page guide to share with your. Link in the comments.

Four hours, your laptop open, and a TaxDome team member sitting beside you, helping you build three systems into your ac...
08/25/2026

Four hours, your laptop open, and a TaxDome team member sitting beside you, helping you build three systems into your account before you leave the room.

That's the September format. You won't copy down slides to reconstruct later or head back to the office with a to-do list. You’ll leave with workflows already running in your own account, set up by the people who do this every day:
● Client onboarding that gets clients using the app before the first meeting
● A tax workflow that runs from intake to delivery without you chasing every step
● A billing setup that closes the gap between work done and payment received

Here’s the team taking you through it all:
● Calgary, September 1st - Patrick Payne and Maria Coronado
● San Diego, September 18th - Juan Santamaria

Each stop has limited seats so everyone gets hands-on time with the team. Claim yours and bring your laptop.
Register via the link in the comments.

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