Case Study: Joseph & Hetrick grows revenue by 50% with TaxDome

Joseph & Hetrick Experience Growing Revenue By 50% With TaxDome

Joseph & Hetrick, LLC is a mother-daughter tax firm that wanted to modernize operations, hire and scale their team, and improve client experience while aiming to grow revenue by 50%. Their biggest challenges were managing too many separate apps, moving to a fully paperless workflow, and keeping clients informed during busy tax seasons. They chose TaxDome to support their transition to a more streamlined, remote-ready practice.

With TaxDome, Joseph & Hetrick consolidated tools like ShareFile, Dropbox, Zoho, and Right Signature into one all-in-one platform, onboarded new staff more effectively, and automated much of their client communication and document collection. The firm also moved to a 100% paperless workflow and improved onboarding speed and client satisfaction, including same-day onboarding for a new out-of-state client. By using TaxDome, Joseph & Hetrick said they were able to simplify their tech stack, reduce app overload, and support growth while delivering a better client experience.

Joseph & Hetrick, LLC

Deva Hetrick

Co-founder