Case Study: Brooklyn FI Tax streamlines tax workflow and client communication with TaxDome

Brooklyn FI Tax - Customer Case Study

Brooklyn FI Tax, a full-service accounting, tax preparation, and business consulting firm, needed a client portal and practice-management system that was easy for clients to use and better suited to tax work than generic tools they had used before. The team wanted a platform that matched the language of the tax world, supported remote client collaboration, and could streamline billing and organization.

With TaxDome, Brooklyn FI Tax implemented pipelines, automated email and organizer workflows, billing, and client communication tracking in one place. The firm said TaxDome saved time by reducing manual follow-ups and phone calls, improved visibility into where each client stood in the tax process, and helped maintain better accounts receivable, while clients responded positively to the easy-to-use portal.

Brooklyn FI Tax

Ethan Beberness

Brooklyn FI Tax