Case Study: Foundation Group boosts efficiency and client satisfaction with TaxDome

Foundation Group streamlines operations and files clients 2 weeks early with TaxDome

Foundation Group, a large firm providing services to non-profit organizations, faced significant challenges with its previous in-house software system. The platform led to inefficient client communication, with inquiries being overlooked and confusing intake forms, and excessive manual work that hindered team efficiency and reduced staff satisfaction. This negatively impacted both client and employee experience, prompting the need for a new solution, which they found in TaxDome.

Implementing TaxDome provided Foundation Group with a comprehensive practice management solution featuring streamlined communication tools and superior, scalable workflow automations. This eliminated tedious manual processes and improved oversight. The results were a substantial boost in staff happiness and operational efficiency. Most notably, the firm completed and filed all client work two weeks ahead of the IRS deadline for the first time. The vendor, TaxDome, also provided hands-on support during migration, and the firm reports that the platform has been a huge success, greatly improving client retention and employee satisfaction while positioning them for future growth.

Foundation Group