Case Study: Eiden Tax & Accounting achieves paperless, automated client onboarding with TaxDome

Eiden Tax & Accounting Experience: Shifting to a Paperless Accounting Firm in the Post COVID World

Eiden Tax & Accounting, a solo tax and bookkeeping firm in Louisville, KY, had to shift from an in-person, paper-heavy workflow to a fully virtual model during COVID-19. Brittnie Eiden needed a simpler way for non-tech-savvy clients to handle signatures, document sharing, and communication without relying on multiple tools or constant back-and-forth.

TaxDome provided the firm with a client portal, CRM, messenger, email sync, and automation tools that streamlined onboarding, signatures, and ongoing client communication. With TaxDome, Eiden Tax & Accounting says 98% of clients adopted the portal, onboarding that used to take two to three weeks became automated, and routine tasks that once took hours or weeks were reduced to just a couple of clicks, freeing more time for client advisory, marketing, and family life.

Eiden Tax and Accounting

Brittnie Eiden

Owner