Case Study: Tessa Tax improves client workflow and payment collection with TaxDome

Why TaxDome is “Brilliant” According to Tessa Tax

Tessa Tax, led by Tessa Allen, helps small businesses, artists, and individuals across the US with taxes, payroll, and accounting. After trying two other client-portal office-management systems, the firm needed a more user-friendly platform that would work better for remote clients, reduce extra steps in a paperless workflow, and make it easier to manage client communication and document handling.

With TaxDome, Tessa Tax streamlined its process by uploading returns, creating folders, requesting document approvals, and billing clients in the same workflow step, even locking access to tax returns until payment was made. TaxDome also made it easier for clients to upload files with tax-year labels and notes, and the firm reported saving time, reducing follow-up work, and improving efficiency. Tessa Tax also praised TaxDome’s responsiveness and its ongoing product development.

Tessa Tax

Tessa Allen

Founder