You didn't get into tax to become a software implementation specialist. Book a live 45-minute session with an active practitioner who runs an entire tax practice on TaxDome every day, and knows how to make it work.
No retainers. No subscriptions. Book a session and get to work.
Running a modern tax firm means wearing more hats than ever before. You're the preparer, the client manager, the marketer, the compliance officer, and now, the software administrator. TaxDome is supposed to make your life easier. But when it's not set up right, it becomes one more thing on your plate.
Tax season doesn't stop while you're troubleshooting a broken automation or figuring out why client emails aren't sending.
Your clients expect a seamless experience. A clunky portal or missing organizer reflects on your firm, not on the software.
Configuring pipelines, building templates, managing team permissions. This is a full-time job that fell into your lap.
When something breaks, you're the one submitting tickets, watching tutorial videos, and waiting days for answers that don't quite apply.
TaxDome can handle your entire firm, client communications, document management, e-signatures, billing, pipelines, team workflows, and more. That depth is exactly what makes it so valuable. It's also what makes getting it fully configured a serious undertaking. Most firms are running at a fraction of what they've paid for, not because TaxDome isn't capable, but because setting it up correctly takes time, expertise, and someone who's already done it.
TaxDome's automation engine is incredibly flexible, and flexible means complex. Getting conditionals and triggers right takes practice.
A pipeline that works for a high-volume 1040 shop looks nothing like one built for a bookkeeping-heavy practice. Templates need customization.
Organizers, e-signatures, document requests, messaging, each piece needs to be configured to reflect how your firm actually works with clients.
TaxDome ships updates constantly. Staying current on what's changed, and what you should be using, is its own ongoing project.
TaxDome is capable of running your entire practice. Here's where most firms actually land.
Using TaxDome mainly as a file cabinet and messaging tool. Most automations and pipelines untouched.
Using core features but workflows are inconsistent, automations are partial, and there's clear room to improve.
Pipelines, automations, client portal, and integrations all working together. TaxDome is a real competitive advantage.
Estimates based on observations from the TaxDome practitioner community. Most firms land in the first two groups, and most don't have to.
A single session can move you meaningfully up that bar.
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I'm Yehuda Tenenbaum, EA and founder of Y10 Tax Solutions. I run my entire tax practice on TaxDome and have built every workflow, automation, and pipeline myself, through real tax seasons, with real clients.
I'm an active member of the TaxDome community and spend real time with other tax pros talking through how they're using the platform, what's working, what isn't, and what most firms are missing. I'm also a TaxDome beta tester, which means I'm working with new features while they're still in development and know exactly what's coming before it ships.
When you book a session, you're getting someone who is in TaxDome every single day, not in a demo environment, but in a live firm running real client work.
You don't need to be a TaxDome expert. You just need to be willing to work through it with one.
You're on TaxDome but not fully utilizing it, and you know it
You've submitted support tickets and didn't get what you needed
You're setting up TaxDome for the first time and want to do it right
You have something broken that's costing you time every single day
You want to rebuild a pipeline or workflow the right way
You're scaling your firm and your TaxDome setup hasn't kept up
Every session is 45 minutes of live, focused screen-share work. You drive, I guide.
Something is broken and you can't figure out why. We'll screen share, diagnose the issue, and walk out with it resolved, or a clear path to resolution.
Build or rebuild your TaxDome pipelines from scratch, structured around your firm's actual workflow, not a generic template from a YouTube tutorial.
New to TaxDome, or just scratching the surface? Get a guided walkthrough focused on the features that matter most for your firm size and service mix.
Your setup works, but you know it could be sharper. We'll find the gaps, tighten up your automations, and put underutilized features to work.
No subscriptions. No retainers. Pay for the sessions you need.
Not sure which is right? Start with a single session. You can always apply that toward the pack after your first call.
The single session is built for firms that have a specific problem to solve, or a specific thing they want to learn. You come in with your issue, we get to work immediately, and you leave with something resolved.
There's no prep required on your end beyond having TaxDome open and ready to go. Whether it's a broken automation, a workflow question, or a feature you've never touched, 45 minutes of focused work with someone who knows the platform goes a long way.
Some TaxDome projects can't be finished in one call. A full pipeline rebuild, a firm-wide onboarding, or a complete workflow overhaul needs multiple sessions spread out over time, so you can implement between calls and come back with real questions from real progress.
The 4-session pack gives you that continuity. Sessions stay focused and productive because we're building on what we did last time. And at $249 per session, you're saving meaningful money compared to booking each one individually.
No drawn-out onboarding. No waiting on a proposal. Book and get to work.
Choose a single session or the 4-session pack, pick a time on Cal.com, and complete checkout. You'll get a confirmation with everything you need to prepare.
No prep forms required. Have TaxDome open before we start. If it's a specific issue, make a note of what you've already tried. If it's a project, have your current setup visible so we can jump in immediately.
45 minutes of focused screen-share work. We diagnose, build, fix, or teach, depending on what you came for. You stay in control of your own setup the entire time.
After every session you'll receive a written summary of what we covered and your next steps, so nothing gets lost and you know exactly where to pick up.
If something isn't answered here, just reach out before booking.
Whether it's just you or your whole team, there's a path that fits.
Live screen share sessions for you. Bring any TaxDome issue, pipeline, or workflow and we solve it together, one focused call at a time.
See session pricingIn person or online training for your whole staff or a new hire. Get everyone on one consistent TaxDome workflow, customized to how your firm works.
Explore team trainingBook a session and let's get your TaxDome setup where it needs to be.