Case Study: Meridian Accounting keeps clients and improves efficiency with TaxDome

Meridian Accounting - Customer Case Study

Meridian Accounting & Tax Service Ltd., a Canadian accounting firm, was looking to move away from spreadsheets and paper-based workflows and toward an online virtual accounting office. They needed a way to let clients upload information and work with the firm remotely, especially after many clients relocated across Canada.

TaxDome provided the portal and practice management platform Meridian Accounting used to centralize client communication, document uploads, and digital signatures. With TaxDome, Meridian retained clients in multiple provinces, eliminated the need for separate signature software, and began moving toward paperless billing and office-wide workflow automation, improving efficiency as the firm expands its use of the platform.

Meridian Accounting

Shawn Dowds

Founder