Case Study: Boundless Tax grows a 100% virtual firm with TaxDome

How to Establish and Grow Your 100% Virtual Firm

Boundless Tax, founded by Enrolled Agent Dane Janas, is a solo tax firm that needed to move from a mix of in-person and remote work to a fully virtual practice without drowning in manual admin. The team wanted a seamless client experience, a proper portal, secure communication, and a way to reduce the patchwork of tools they were using.

With TaxDome, Boundless Tax consolidated client onboarding, secure messaging, e-signatures, workflows, and mobile portal access into one system, automating much of the firm’s day-to-day work. TaxDome helped Dane eliminate manual processes, improve client adoption, and position the firm to add 50 to 75 more clients in the next tax season while considering new hires to handle growth.

Boundless Tax

Dane Janas

Founder