Case Study: Tax Man To You scales 2x with TaxDome

Tax Man To You Experience Scaling a Sales Tax Business 2x

Tax Man To You, LLC, a sales tax firm serving e-commerce sellers, had been growing quickly and needed a better way to build predictable processes and centralize client management. The team wanted to move beyond scattered file storage and basic client tracking into a true CRM, and they evaluated several systems before finding TaxDome.

With TaxDome, Tax Man To You centralized client communication, document storage, job management, organizers, and team task assignment in one platform. The firm also added workflows, automations, and secure unlimited document storage to streamline operations, and since Brittany Pullin joined in 2018, the business grew from one full-time employee and about 80 clients to 6 employees and over 100 business clients, effectively scaling 2x.

Tax Man To You, LLC

Brittany Pullin

Manager and Sales Tax Associate