Connect with a TaxDome certified consultant

Hire implementation experts to help you set up workflows and automations.

  • One-on-one training sessions
  • Services customized to your team's use cases and workflows
  • Industry experts & workflow consultants

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.

Browser TaxDome certified Consultants

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

Andrew Campbell

Bio: Tax, Accounting, Payroll

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

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