TaxDome is powerful and genuinely hard to set up well. We run an ~800-client tax book on TaxDome ourselves, and we automated our own firm on it with custom tooling. Now we design and build TaxDome for other firms from scratch: pipelines, organizers, tags, engagement letters, migrations. This is custom work, built around how your firm actually operates, by a team that runs its own practice on TaxDome.
Get on the early list See packagesTaxDome's setup packages get you live on the platform. They don't tune it to how your firm actually works, and their own importer leaves workflows and document structure to be rebuilt by hand. That is the part firms get stuck on, and the part we build custom.
Stage design, job statuses, and automations built from scratch around your real client mix and return types, not a template stretched to fit.
We run a full conditional-path test pass on your intake organizer before it goes live, not a click-through of a few paths by hand.
Moving off Karbon, Canopy, or a Thomson Reuters product? We rebuild the workflows and structure TaxDome's importer cannot carry over, so the switch does not strand you mid-season.
Most TaxDome setup help comes from ops generalists or from TaxDome's own generic tiers. We're an AI-native tax firm that automated its own practice on TaxDome, so we build yours from real operating experience, not just platform familiarity.
client tax book we run on TaxDome in our own firm.
pipelines we built and adversarially fidelity-tested end to end before we would trust them.
we built our own programmatic tooling to operate TaxDome at scale, the bulk work the UI cannot do one screen at a time.
Transparent pricing, published up front. Prices below are launch pricing and may change.
No. TaxBuild runs as a separate operation with a data-firewall and non-poaching terms in writing. We touch your workflow structure and templates, not your client relationships.
No. We build structure, pipelines, organizers, and templates. Engagements are scoped to keep us out of your clients' live personal data.
No. This is software-configuration and workflow consulting. It is not tax, legal, or accounting advice, and it does not create a client relationship for tax services.
No. TaxBuild is independent and not affiliated with or endorsed by TaxDome. We are a firm that runs on the platform and builds it for others.
A blueprint turns around in about a week. A custom build is scoped on the intake call and timed to land in a quiet window, never mid-season.
We are onboarding a first cohort of firms. Leave your email and what you are running today (or migrating from) and we will reach out.