Case Study: Evolution Accounting & Consulting grows to 1,000+ clients with TaxDome

Evolution Accounting & Consulting Experience Growing a national practice to 1000+ clients with TaxDome

Evolution Accounting & Consulting, LLC, a national accounting firm led by CEO Eric Gray, grew quickly by acquiring paper-based local practices and turning them into fully remote operations. As the client base passed 1,000 clients, the team needed a better way to manage communication, staff workload, and project visibility without sacrificing service quality, and they turned to TaxDome for help.

TaxDome provided automated client communications, task automation, tags, and pipelines to streamline workflow, segment work, and keep every project on track. The firm said TaxDome saved hours that would have been spent emailing 1,000 clients manually, reduced low-value admin work, improved employee productivity and retention, and gave the team clearer, more efficient project management across both existing and acquired business lines.

Evolution Accounting & Consulting, LLC

Eric Gray

Chief Executive Officer