Case Study: Basta & Company streamlines tax and accounting operations with TaxDome

Basta & Company - Customer Case Study

Basta & Company, a San Francisco-based virtual accounting firm serving small business owners, was looking for an online tax organizer and a better way to manage client communication, documents, and tax workflows. Before TaxDome, the firm had struggled with other tools like Accelo, SmartVault, and Intuit ProConnect, and founder Samy Basts wanted a more efficient, all-in-one system that could reduce software sprawl and support the urgency of tax season.

With TaxDome, Basta & Company consolidated its client portal, organizer, document sharing, reminders, pipelines, and practice management into one platform. The firm reported far fewer support issues and calls from clients, easier document collection, faster communication, improved team visibility, and time savings from automating reminders and storing email attachments; it also expected to cancel at least one software subscription by moving away from SmartVault.

Basta & Company

Samy Basta

CPA, Founder