Hire implementation experts to help you set up workflows and automations.
Learn more about the the TaxDome Consultant Program!
All consultants are independent providers, unaffiliated with TaxDome. If you have worked with one of our consultants and would like to share your experience, please click on the link below.
Browse the list of certified consultants below. If you've previously worked with a consultant, please share your experience.
Jamie Gruol and Jessica Smith
Bio: We’ve helped over 800 small practices streamline their operations as industry-leading experts since 2021. Through our Workflows for Tax Pros and VIP offering, both featuring done-for-you signature pipelines, we accelerate your TaxDome setup. With ready-to-use templates and personalized support, you’ll have a working end-to-end solution for your practice and a true understanding of TaxDome to increase client capacity, save time, and create a more profitable, stress-free practice - so you can focus on what matters most.
Language: English
Country: USA
Carlos M. Garcia
Bio: Workflow automation setup, TaxDome coaching and consulting, template and workflow design.
Language: English
Country: USA
Nathan Noel, EA
Bio: Advisory Services, Tax Planning, Tax Preparation, Tax Resolution, Bookkeeping, Payroll.
Language: English
Country: USA
Russell Barnett, EA, CTS
Bio: Organizer template design and creation.
Language: English
Country: USA
Jason Dulay
Bio: I make practices more efficient through the use of TaxDome and other tools. If you want your practice to run smoothly and automatically, shoot me a message.
Language: English
Country: Canada
Lily Tran
Bio: TaxDome 1:1 Coaching, Group Coaching, and Speaking & Workshop Events.
Language: English, Vietnamese
Country: USA
Kristn Shetler
Bio: I work with solopreneur bookkeepers who want to utilize TaxDome's workflows and automations to make their lives easier and more efficient.
Language: English
Country: USA
Edison Jiménez
Bio: Consultor de Transformación Digital, Automatización, Flujos de Trabajo y Servicios de Márketing Digital.
Language: Español, Inglés
Country: Estados Unidos, España, Latino América
Ryan A. Elblein
Bio: I help accountants and tax professionals use TaxDome in a more efficient way. I can provide anything from consulting on certain features and how you could use them efficiently to designing workflows and automations that fit your processes.
Language: English
Country: USA
Corbin Hanus
Bio: Business consulting, Tax Preparation & advisory, Bookkeeping, & Virtual Assistant Services.
Language: English
Country: USA
Accounting automation solution
Bio: We provide full accounting automation solutions, including Taxdome account setup, workflow automation implementation, outsourcing tax and accounting services. We turn your accounting and tax practice into a turn key business.
Language: English
Country: USA
David Kolts
Bio: I redesign and automate your work processes to ensure your workflows are streamlined giving you a smooth operating business that ensures accountability, accuracy, speed, and productivity.
Language: English
Country: USA
Tarik Benchekmoumou
Bio: Informatikmanagement,
IT-Projektmanagement, Unternehmensberatung.
Language: Deutsch, English, Français
Country: Schweiz / Switzerland
Katie Toscano & Ashley Meripol
Bio: We deliver custom done-for-you TaxDome workflow and automation solutions, as well as a monthly Tax Tech Collective membership that includes our signature TaxDome Accelerator course, equipping you with actionable steps, time-saving templates, access to a thriving community of like-minded professionals, and specialized training for your admin support team.
Language: English
Country: USA
Aaron Siegel
Bio: We help tax and accounting firms optimize and streamline their workflows using TaxDome! We have an extensive background in data and analytics, along with plenty of time spent building the "modern data stack." We're happy to help you with 1:1 coaching or to work as a consultant to build your TaxDome instance out for you.
Language: English
Country: USA
Carmen Fagin EA
Bio: I provide automation solutions, for Tax and accounting professionals from account setup, to full custom build-out or redesigning the automation workflow process,. My services allow firm owners to focus more on their core competencies and strategic growth.
Language: English
Country: USA
Ami
Bio: We support Tax Professionals, Accountants, and Bookkeepers (from solopreneurs to practices with a dozen team members and DIY'ers to those who just want it done for them) - build custom and optimized processes & workflows, streamline their systems, and create strategies that promote improved efficiency, culture, operations, and therefore profits.
Language: English
Country: USA
Katie Conley
Bio: Workflow automation, organizer and other templates design/set-up.
Language: English
Country: USA
Munim Hassouni
Bio: Accounting services + Taxdome consultancy.
Language: Danish, English, Arabic
Country: Denmark
Jerry Baffour
Bio: I’ll assist with setting up workflows and finding opportunities to optimize your work through automations. From my experiences working in tax and payroll, I’ll guide you from going from SOP to TaxDome workflow, and make automation your best friend. I specialize in brainstorming opportunities for the solopreneurs and the larger teams win their clients over, and implementing to ensure clients are delighted long term with change management.
Language: English
Country: USA
Eric M. Tropin, CPA, MBA
Bio: My firm provides the following services: Tax Preparation, Tax Planning, Consulting, and Bookkeeping.
Language: English
Country: USA
Hector Ramirez
Bio: With my experience in IT project management and systems implementation, we will work together to make your practice more efficient by using TaxDome and all its benefits of workflow automation. Once the job is done, you can focus more on your business growth. Let’s make it happen!
Language: English, Spanish
Country: USA, Latin America, España
Chris Calkins Jr.
Bio: Tired of tedious bookkeeping tasks? Streamline your operations with our expert guidance in QuickBooks Online (QBO) and TaxDome. As an Intuit QuickBooks ProAdvisor and TaxDome Certified Consultant, I will transform your processes. At Digisist LLC, we provide tailored solutions for project management, CRM, and app development. Contact us to revolutionize your workflow and elevate your business.
Language: English
Country: USA
Jennifer M. Faer
Bio: I am an experienced tax preparer who thrives on helping accounting firms like yours streamline operations and enhance client satisfaction. I understand that no two firms are alike—each has its own unique culture and challenges. I am dedicated to crafting software solutions tailored just for you, ensuring your workflows are optimized and your clients are delighted. I would love to learn more about your specific needs and discuss how we can make your daily processes smoother and more efficient. Feel free to reach out anytime!
Language: English
Country: USA
Markita Steel
Bio: As a TaxDome consultant, I help bookkeepers, accountants, and tax professionals streamline workflows, manage client communications, and optimize practices. I aim to make your operations run smoother and more efficiently, so you can focus on what you do best — serving your clients!
Language: English
Country: USA
Andrew Payne
Bio: As an Enrolled Agent and Lean Six Sigma Black Belt, I specialize in streamlining workflows and maximizing the benefits of TaxDome’s automation features. My goal is to help both small and large practices reduce their administrative workload, enabling them to focus more on serving their clients effectively.
Language: English
Country: USA
Cathy Campaigne
Bio: I partner with accounting and tax practice professionals to bring efficiency, consistency and automation to their practices, while simultaneously strengthening client
relationships and enabling growth.
I bring two decades of experience building strong, profitable relationships and operations through CRM, marketing and business automation. TaxDome is a powerful and flexible tool. You know your practice. I bring the expertise to customize TaxDome for
your unique needs.
Language: English
Country: USA
Vanessa Garcia
Bio: Overwhelmed by automation? As a certified TaxDome Consultant, I’ll help you leverage its powerful features to optimize your services and workflows, setting you up for growth. We provide out of the box templates, custom workflows, 1:1 coaching and staff training. I’m the owner of Vesta Interactive, an automation and digital transformation consultancy, specializing in streamlining tax and accounting firms. Leave the technical work to us so you can focus on building your business.
Let's automate, elevate, and ignite your business with cutting-edge digital strategies that work.
Language: English
Country: USA
Suyesh Sharma
Bio: Metta Accountants is proud to be the first UK-based implementation consultant for TaxDome, a platform we use daily to streamline our operations and enhance client services. Through our hands-on experience, we’ve seen firsthand how TaxDome helps automate tasks, improve workflow efficiency, and simplify client management for accountancy practices.
As certified consultants, we are now equipped to assist other firms looking to adopt TaxDome and optimise their processes. Whether you’re aiming to enhance your firm’s efficiency or seeking smoother client interactions, Metta Accountants can guide you through a tailored implementation, sharing our expertise to help you get the most out of this robust platform. We understand the challenges accounting firms face, and we are here to make your transition to TaxDome seamless and successful.
Language: English
Country: UK/Europe
Jake Baker
Bio: Bookkeeping Automation Setup. Real estate-focused, U.S.-based bookkeeping to help investors grow.
Language: English
Country: USA
Juan Ruedas
Bio: International Business Outsourcing. Bookkeeper/Customer Service.
Language: English/Spanish
Country: USA/Mexico
Liz Labanzat
Bio: Oaxview, LLC
IRS Enrolled Agent & Bookkeeper
Language: English/Spanish
Country: USA
To be certified, you must pass tests in the TaxDome Academy.
