Case Study: JB Taxes automates workflows and grows 30% with TaxDome

JB Taxes - Customer Case Study

JB Taxes, founded by Joe Bourque EA, needed a better way to manage a growing tax practice while he worked a second job as a fire captain and paramedic. After using SecureFilePro with Drake for years, he wanted a more user-friendly platform with stronger client communication, workflow management, and a secure client portal that his clients could use easily.

TaxDome gave JB Taxes an all-in-one system with unlimited storage, customizable organizers, pipelines, automation, a website, and a client portal that handled document collection with minimal client support. Joe said the firm grew 30% that year, and the automation saved significant time by eliminating manual follow-up and reducing client questions and complaints, helping him run the business more efficiently as a solo practitioner.

JB Taxes

Joe Bourque

Founder