Case Study: Carter Cook CPAs builds a more efficient, client-friendly firm with TaxDome

Carter Cook CPAs Experience Building a New Age Accounting Firm

Carter Cook CPAs is a growing accounting firm built by Michelle Cook to deliver better client service while protecting work-life balance for employees. Before TaxDome, the firm relied on Google Drive for document sharing, organizers, and task tracking, which made it hard to know where projects stood and became especially problematic as the team prepared to grow.

TaxDome provided an all-in-one platform with pipelines, email sync, CRM, conditional organizers, mobile scanning, and project management boards to centralize work and support Carter Cook CPAs’ new “pod” structure. The firm used TaxDome to streamline client onboarding, improve communication, and make it easier for clients to submit information remotely, helping the team stay organized without adding extra time and creating a better experience for both staff and clients.

Carter Cook CPAs

Michelle Cook

Partner