List of TaxDome CRM Customers
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Since 2010, our global team of researchers has been studying TaxDome CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased TaxDome CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using TaxDome CRM for CRM include: Athene Group, a Norway based Professional Services organisation with 120 employees and revenues of $12.0 million, Siebert & Associates, a United States based Professional Services organisation with 10 employees and revenues of $2.0 million, Pharma Tax, a Canada based Retail organisation with 7 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using TaxDome CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The TaxDome CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Athene Group | Professional Services | 120 | $12M | Norway | TAXDOME | TaxDome CRM | CRM | 2023 | n/a |
In 2023, Athene Group implemented TaxDome CRM as its CRM to consolidate client communication, document management and project management across offices in Norway, Sweden and Poland. The TaxDome CRM deployment focused on centralizing client interactions and consolidating the toolset to create a unified tech stack and GDPR compliant client portals for external collaboration.
The implementation used TaxDome CRM core along with the client portal and workflow automation capabilities to standardize onboarding flows, aggregate client documents, and centralize project pipelines and task management. Configuration emphasized client-facing portal templates, automated intake forms, and approval workflows to provide consistent client intake and status tracking across offices.
Operational coverage included client-facing staff, tax and accounting teams across Norway, Sweden and Poland, with rollout activities aligning portal configuration and workflow templates to regional GDPR requirements. Governance centered on process standardization and centralized administration of client portals and access controls, which supported dramatically faster client onboarding and a more unified technology stack.
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Pharma Tax | Retail | 7 | $1M | Canada | TAXDOME | TaxDome CRM | CRM | 2023 | n/a |
In 2023 Pharma Tax implemented TaxDome CRM, using the CRM to centralize bookkeeping workflows and client interactions for its seven employee firm in Canada. Deployment prioritized client portals and workflow automation to consolidate client communication, document exchange, and bookkeeping task orchestration across the small bookkeeping practice. The implementation focused on CRM client-portal and workflow automation modules to align system capabilities with bookkeeping operations and client lifecycle management.
TaxDome CRM was configured to automate bookkeeping workflows, manage client portals, and orchestrate standardized task pipelines, enabling the firm to reduce monthly bookkeeping hours by up to 73 percent. Operational scope centered on bookkeeping and client service functions, and the firm reports that the platform supported a tripling of client count and approximately 300 percent revenue growth. Governance moved toward centralized, automated workflows and portal-based client interactions to standardize handoffs and reduce manual bookkeeping steps.
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Siebert & Associates | Professional Services | 10 | $2M | United States | TAXDOME | TaxDome CRM | CRM | 2022 | n/a |
In October 2022, Siebert & Associates implemented TaxDome CRM to consolidate multiple client-facing tools into a single client portal, improving client engagement and operational efficiency. The deployment targeted the Columbus, Ohio CPA practice and its full client engagement lifecycle, with the goal of enabling a 10-person team to operate with enterprise-level efficiency through a centralized CRM.
The implementation leveraged TaxDome CRM modules including the client portal, document management, billing, and organizer and workflow features to centralize communications and client records. Configuration focused on client organizers for intake, document storage linked to client profiles, invoicing and billing workflows, and templated task sequences to standardize tax preparation processes.
Operational coverage brought client correspondence, file exchange, scheduling and billing into the TaxDome CRM environment, reducing tool fragmentation across client services and billing functions. The project emphasized consolidating client-facing interactions inside one application rather than maintaining separate portals and manual handoffs.
Governance was adjusted to standardize organizer-driven workflows and centralize billing controls within TaxDome CRM, with administrative controls and template enforcement to accelerate responses and billing. According to the case study, these changes sped billing and responses and improved client engagement, allowing the firm to handle client volume with a smaller staff.
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