Case Study: MDM Financial Services streamlines cryptocurrency tax workflows with TaxDome

How TaxDome is Helping a Cryptocurrency Accounting Firm During Tax Season

MDM Financial Services, a family-owned tax preparation firm specializing in cryptocurrency taxation, was struggling with scattered tools and an unorganized workflow during tax season. Founder Matt Metras was using multiple systems, including built-in CRM features, Wunderlist, and HubSpot, but needed a more centralized way to track clients, tasks, and work in progress. He chose TaxDome for its CRM, pipeline, and client portal capabilities.

With TaxDome, MDM Financial Services was able to mass import clients, manage work primarily through pipelines, automate tasks and client notifications, request signatures, and attach and lock bills to documents. The firm saw smoother client onboarding, faster payments, less manual follow-up, and a major time savings from using the pipeline screen. The client portal and automated actions were especially well received, and TaxDome’s support and mobile access further improved day-to-day operations.

MDM Financial Services

Matt Metras

Founder