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: Offering custom TaxDome Consulting Packages for firms 10+ in size and a 12-months done-with-you course. In Workflows for Tax Pros, we offer an active community, step-by-step course, and templates to help you say goodbye to overwhelm as you set up your automated pipelines and automations for a more profitable and peaceful practice.
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: United States
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: United States
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: United States
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: United States
Katie Conley
Bio: Workflow automation, organizer and other templates design/set-up.
Language: English
Country: United States
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: United States
Eric M. Tropin, CPA, MBA
Bio: My firm provides the following services: Tax Preparation, Tax Planning, Consulting, and Bookkeeping.
Language: English
Country: United States
To be certified, you must pass tests in the TaxDome Academy.
