Case Study: Tax Therapy, LLC achieves consistent, automated tax firm workflows with TaxDome

Going Digital Ahead of Retirement & Sale of Practice

Tax Therapy, LLC, a tax practice led by Amber Gray-Fenner, wanted to bring more consistency to its operations as Amber prepared for retirement and a possible future sale of the practice. The firm needed a better way to standardize client workflow, reduce the amount of process kept “in her head,” and improve client communication, especially with an older client base that often needed status updates and clear instructions. TaxDome was the vendor and its practice management platform was used to help solve these challenges.

TaxDome implemented workflow automations, centralized dashboards, and client task management so Tax Therapy could handle jobs the same way every time and keep both paper and digital work organized in one place. Amber said the system replaced manual reminders and made it easier for clients to follow progress and submit documents, and Tax Therapy had the automation set up by the end of the year after purchasing TaxDome in October. The result was a more standardized, scalable process that improved retention and positioned the firm for a smoother transition and potentially a higher sale multiple.

Tax Therapy, LLC

Amber Gray-Fenner

Owner