Setup for Tax and Accounting Firms
Is your tax or accounting firm overwhelmed managing client intake, missing documents, and tax return progress during busy season?
Our TaxDome Setup Service is designed specifically for tax professionals who need streamlined workflows to organize client onboarding, track returns through each stage, automate follow-ups, and keep client work moving during peak tax season.
What’s Included in Our TaxDome Setup Service?
Custom TaxDome Setup
Tailored to your firm’s services, client accounts, and processes so your workspace supports the way your team works.
Tax Return Pipelines
Organize returns into clear stages, so your team can see what’s waiting on documents, ready for preparation, or moving into review.
Client Onboarding & Organizers
Simplify client intake with organizers that collect the information and documents your firm needs to get started.
Automation & Templates
Reduce repetitive follow-ups with reusable templates and automated actions that support each stage of your workflow.
Client Portal & Document Sharing
Give clients a central place to upload documents, respond to requests, and communicate with your firm.
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![Woman smiling wearing a "Grady Tax Plus" t-shirt and a blazer]()
★★★★★
It was great working with Amber. She was able to execute the vision I had for using clickup as my crm system for my clients so that I could get a clear picture of the workflows and processes in my business :)
Chassidy Grady, EA, - Grady Tax Plus
