Case 07
Enabling client-facing teams to drive product activation and adoption
Resources and programs that helped accounting firms transition to TaxDome.
Impact
2×
more applications from customers interested in becoming TaxDome consultants.
Made it easier for accounting firms to find migration guidance, implementation resources, and expert support.
Equipped client-facing teams with resources to address customer questions and guide firms through implementation.
Context and challenge
For larger accounting firms, choosing TaxDome was only the first step. They also needed to move existing workflows, set up the platform, and help their teams learn how to use it. Uncertainty around migration and onboarding made the transition harder and created extra work for Sales and Customer Success teams.
Approach
Equipped client-facing teams with resources to address customer questions and guide firms through implementation.
Migration and onboarding
Created content explaining migration options, onboarding services, and available support to help firms understand what to expect.
Implementation support
Improved access to service updates, practical guidance, and resources to help customers find the right support.
Consultant program
Led the redesign of the TaxDome Consultants directory, connecting accounting firms with consultants from the TaxDome customer community who could help them set up the platform and improve their workflows.