Done-for-you setup for CPA and bookkeeping firms that have a TaxDome Marketplace template, workflow, organizer, or client-request pack and need it customized, installed, tested, and documented.
Implementation starts at $750. Template purchases, Marketplace fees, creator approval, and product availability stay inside TaxDome.
Hi, we are ready to work on quarterly bookkeeping for Morgan Family LLC. Please upload the bank and credit card statements for the quarter so we can reconcile the books accurately.
Open TaxDome and upload statementsTaxDome buyers expect TaxDome-native products, not off-platform ZIP files. If you buy a template or workflow through TaxDome Marketplace, the next problem is usually implementation: adapting it to your services, staff, branding, reminders, and client language.
This service focuses on that implementation layer. I translate the purchased or selected TaxDome asset into a workflow your team can actually run, test it with a non-client sample account, and leave clear notes for future edits.
Most firms need a working first workflow more than a massive system rebuild. These packages keep scope clear.
One purchased or selected TaxDome Marketplace product customized, installed, and tested for your firm.
A custom TaxDome workflow implementation plus the materials needed to pursue a native Marketplace product later.
A short review for firms that already have TaxDome configured but need the workflow cleaned up.
If you already found the right product in TaxDome, the service starts with setup. If you are building a product to sell later, the same implementation process creates the proof that the workflow is reusable.
Start from the Marketplace product you bought, or pick the workflow lane that fits your firm.
Document services, client handoffs, missing-file patterns, staff roles, branding, and support language.
Load the workflow into TaxDome, personalize it, and run one sample test before client use.
Leave your team with usage notes, edit points, and optional Marketplace listing-prep next steps.
Setup starts at $750 and can include purchased-template customization, branding edits, suggested pipeline stages, reminder timing, sample testing, and operating notes.
TaxDome's own documentation points to Marketplace browsing by template categories such as pipelines, organizers, folders, proposals, chats, and more. Buyers can purchase products there; this site is for implementation, customization, and support.
Stage layouts with automations, job templates, task templates, client-facing statuses, messages, organizers, and folder structure for monthly close, quarterly bookkeeping, cleanup, 1040 prep, onboarding, and advisory.
Client-facing intake and document request flows for specific services, entity types, or recurring periods. Good fit for tax-season checklists, cleanup projects, bookkeeping source-document collection, and payroll onboarding.
Email, chat, SMS, and reminder templates written in plain English for missing documents, proposal follow-ups, client onboarding, review notes, completion notices, and review requests.
Proposal, engagement letter, one-time invoice, and signature templates that help small firms standardize scope, pricing language, approval steps, and payment handoff.
Task, job, folder, status, and internal checklist templates that standardize how the firm performs repeatable work behind the client portal.
Industry-specific bundles for real estate, contractors, medical practices, ecommerce, creators, restaurants, and professional services where the workflow language and requested documents differ.
Extension-season trackers, 1040 preparation workflows, business-return document requests, delivery messages, and client status updates packaged for busy-season execution.
Monthly advisory onboarding, CFO-lite recurring check-ins, KPI request workflows, and meeting-prep templates for firms adding consultative services.
Tax notice intake, upload requests, status messaging, folder guidance, and internal triage steps. This lane needs careful scope and compliance review before publication.
Alex Sears CPA LLC is not affiliated with TaxDome. Marketplace publication, template availability, creator approval, Stripe setup, fees, and category support are controlled by TaxDome. Source links for current Marketplace rules: TaxDome Marketplace, get templates from Marketplace, and creator listing guide.