$750+
Workflow Setup Sprint
One focused TaxDome workflow installed and tested for a specific recurring process.
- Current-process map
- Client request or organizer language
- Task/message templates
- One sample test run
TaxDome implementation service
Get TaxDome workflows built inside your firm, not handed over as loose documents.
Done-for-you TaxDome setup for CPA and bookkeeping firms that want pipelines, organizers, client requests, tasks, reminders, folders, proposals, invoices, chats, and emails working together.
Implementation starts at $750. Native TaxDome Marketplace listings are the preferred product path after creator approval, template validation, and listing assets are complete.
AS
Your Firm
TaxDome workflow preview
BOOKKEEPING REQUEST
Please upload your Q2 2026 bank statements.
Hi, we are ready to work on quarterly bookkeeping for Morgan Family LLC. Please upload the bank and credit card statements for the quarter so we can reconcile the books accurately.
Open TaxDome and upload statements
Built for native TaxDome use
Pipelines, templates, client messages, and testing inside the platform.
CPA-aware copy
Plain-English client requests and internal handoffs written by a CPA.
Marketplace path
Reusable assets can be prepared for TaxDome Marketplace review.
Problem
TaxDome buyers do not want another generic download.
A generic ZIP creates extra work for a firm that bought TaxDome to standardize work inside one system. The useful product is either a native Marketplace template or a done-for-you implementation that installs the process directly in the buyer's workspace.
This service focuses on the implementation layer: translating your real process into TaxDome-native templates, testing the handoff with a non-client sample account, and leaving your team with a workflow they can actually run.
Implementation can include
- Pipeline stage map and automation notes
- Organizer or client request structure
- Email, chat, SMS, and reminder copy where applicable
- Internal task checklist and job template guidance
- Folder template and document-request guidance
- Proposal, engagement letter, invoice, or signature-template review when in scope
- Suggested pipeline stages, automations, and reminder timing
- Firm-name, initials, portal link, and support-contact customization
- One sample workflow test with a non-client test account
- Marketplace listing assets if you plan to publish a native template
Service packages
Start with a contained implementation, then expand what proves useful.
Most firms need a working first workflow more than a massive system rebuild. These packages keep scope clear.
$1,500+
Workflow + Marketplace Prep
Implementation plus the listing-ready materials needed to pursue a native TaxDome Marketplace product.
- Reusable template packaging
- Listing copy outline
- Media checklist
- Validation evidence checklist
$300-$500
System Review
A short review for firms that already have TaxDome configured but need the workflow cleaned up.
- Workflow gap review
- Priority fix list
- Automation risk notes
- Implementation estimate
Workflow
Implementation first, Marketplace second.
The fastest path is to implement the workflow in one real TaxDome firm, test it, then turn the proven pieces into native Marketplace templates.
01
Map your current process
Document quarterly close steps, client handoffs, missing-file patterns, and team responsibilities.
02
Build TaxDome templates
Create the emails, tasks, organizer or request structure, folder guidance, and workflow copy.
03
Install and test
Load the workflow into TaxDome, personalize branding, and run one sample test before client use.
04
Package what should scale
Prepare native Marketplace template assets and listing copy for the pieces that can be reused by other firms.
Best fit
- Solo CPAs
- Small CPA firms
- Bookkeeping firms
- Tax firms adding quarterly bookkeeping
- Teams already using TaxDome for client document requests
- Template creators preparing TaxDome Marketplace listings
DONE-FOR-YOU SETUP
Turn your bookkeeping chase-down into a repeatable TaxDome workflow.
Setup starts at $750 and can include template creation, branding edits, suggested pipeline stages, reminder timing, sample testing, and Marketplace listing prep.
Native Marketplace strategy
TaxDome Marketplace product lanes worth building.
TaxDome's own documentation points to Marketplace browsing by template categories such as pipelines, organizers, folders, proposals, chats, and more. That means the product repertoire should be native TaxDome assets, not off-platform PDFs.
Workflow / pipeline packs
Stage layouts with automations, job templates, task templates, client-facing statuses, messages, organizers, and folder structure for monthly close, quarterly bookkeeping, cleanup, 1040 prep, onboarding, and advisory.
Organizer and client-request packs
Client-facing intake and document request flows for specific services, entity types, or recurring periods. Good fit for tax-season checklists, cleanup projects, bookkeeping source-document collection, and payroll onboarding.
Communication packs
Email, chat, SMS, and reminder templates written in plain English for missing documents, proposal follow-ups, client onboarding, review notes, completion notices, and review requests.
Billing and signature packs
Proposal, engagement letter, one-time invoice, and signature templates that help small firms standardize scope, pricing language, approval steps, and payment handoff.
Back-office operations packs
Task, job, folder, status, and internal checklist templates that standardize how the firm performs repeatable work behind the client portal.
Vertical niche bundles
Industry-specific bundles for real estate, contractors, medical practices, ecommerce, creators, restaurants, and professional services where the workflow language and requested documents differ.
Seasonal tax packs
Extension-season trackers, 1040 preparation workflows, business-return document requests, delivery messages, and client status updates packaged for busy-season execution.
Advisory and review packs
Monthly advisory onboarding, CFO-lite recurring check-ins, KPI request workflows, and meeting-prep templates for firms adding consultative services.
Notice and resolution intake
Tax notice intake, upload requests, status messaging, folder guidance, and internal triage steps. This lane needs careful scope and compliance review before publication.
Marketplace assumptions to verify before publishing
- Creator access, Stripe setup, and paid listing approval must be completed inside TaxDome.
- Listings need a clear name, promotional text, detailed description, country, language, video, images, and creator icon where required.
- Prioritize products that can be installed natively and customized after import, not static downloads.
- Use redacted screenshots and non-client test accounts only.
- Do not claim TaxDome endorsement, certification, or Marketplace approval until real account evidence exists.
Alex Sears CPA LLC is not affiliated with TaxDome. Marketplace publication, template availability, creator approval, Stripe setup, fees, and category support are controlled by TaxDome. Source links for current Marketplace rules: TaxDome Marketplace, get templates from Marketplace, and creator listing guide.