Case Study: Total Tax Services doubles its client base with TaxDome

How to Double Client Base with Minimal Effort

Total Tax Services, a virtual tax firm owned by Cassandra Centeno, wanted to grow beyond referral-based business and double its client base while keeping administrative work minimal. The company turned to TaxDome to help convert leads from social media and paid marketing, streamline onboarding, and support a more online client experience.

With TaxDome’s white-labeled client portal, automated onboarding, workflow management, electronic signatures, billing, and communications, Total Tax Services was able to eliminate several separate tools and reduce manual admin work. The firm used TaxDome to automatically route clients based on their tax needs and send engagement letters and updates without manual effort, helping Cassandra grow to 150 clients and put herself on track to double that number while saving time and costs.

Total Tax Services

Cassandra Centeno

Owner