List of TaxDome ERP Customers
New York, 10001, NY,
United States
Since 2010, our global team of researchers has been studying TaxDome ERP 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 ERP for ERP Financial 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 ERP for ERP Financial include: Taxdome, a United States based Professional Services organisation with 40 employees and revenues of $4.0 million, QMK Consulting, a United States based Professional Services organisation with 25 employees and revenues of $4.0 million, Tax Man To You, a United States based Professional Services organisation with 10 employees and revenues of $2.0 million, Carlos Ausejo Taxes-Bkpg, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million, The Tax Shelter, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using TaxDome ERP, 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 ERP 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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A Z Z | Non Profit | 10 | $1M | United States | TAXDOME | TaxDome ERP | ERP Financial | 2021 | n/a |
In 2021, A Z Z implemented TaxDome ERP as its ERP Financial solution on its public website to centralize finance and client-facing financial workflows. The TaxDome ERP deployment is presented through the organization's website, providing a web-hosted access point for invoicing and client portal interactions, and serving the nonprofit's finance and client services functions within the United States. Configuration emphasized ERP Financial capabilities aligned with small organization needs, including accounting workflows, billing and invoicing, client portal access, and document management for client records. Integrations with other systems were not specified in the source, and operational governance placed accountability for billing, client interactions, and financial recordkeeping with the finance function and executive leadership.
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Advisant Financial | Banking and Financial Services | 10 | $1M | United States | TAXDOME | TaxDome ERP | ERP Financial | 2021 | n/a |
In 2021, Advisant Financial implemented TaxDome ERP. The deployment is visible on the company website, indicating a cloud-hosted TaxDome ERP instance aligned with the ERP Financial category for the firm.
TaxDome ERP is used to centralize core financial workflows, client engagement, and document management typical of ERP Financial solutions. Configuration work focused on billing and invoicing, client portal access, document lifecycle controls, and workflow automation to support a 10 person banking and financial services firm in the United States. Operational scope covers firmwide finance and client services, with role based access and standardized approval flows to govern billing and client communications. The implementation emphasizes application level consolidation of accounting and client relationship processes through TaxDome ERP, without named third party integrations disclosed.
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Carlos Ausejo Taxes-Bkpg | Professional Services | 10 | $1M | United States | TAXDOME | TaxDome ERP | ERP Financial | 2021 | n/a |
In 2021, Carlos Ausejo Taxes-Bkpg implemented TaxDome ERP on its public website to manage firm financials and client billing workflows. The ten person professional services practice uses TaxDome ERP as an ERP Financial application to centralize bookkeeping, invoicing, and client account access across its tax and bookkeeping engagements.
Deployment follows a cloud SaaS model embedded through the company website, providing a web based client portal and centralized financial recordkeeping. Configuration emphasizes ERP Financial capabilities such as invoicing and accounts receivable processing, document management for client tax files, and engagement tracking consistent with small firm bookkeeping and tax operations.
Operational scope is firm wide, consolidating finance and client facing functions under the TaxDome ERP instance accessible via the website. Governance and workflow design center on template driven billing workflows and role based access controls, enabling practitioners and clients to manage engagements and billing through the TaxDome ERP client portal.
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Cypress Tax Advisors | Professional Services | 10 | $1M | United States | TAXDOME | TaxDome ERP | ERP Financial | 2021 | n/a |
In 2021, Cypress Tax Advisors implemented TaxDome ERP to centralize billing and financial workflows, with the application surfaced on the firm’s public website. Cypress Tax Advisors uses TaxDome ERP for ERP Financial business functions in its ten-person United States tax advisory practice, aligning client engagement and back-office financial processes through a single vendor application.
TaxDome ERP is positioned as the principal ERP Financial application for invoicing, billing workflow automation, client-facing portal access for statements and document exchange, and basic accounting recordkeeping consistent with small firm ERP Financial capabilities. The deployment model indicates an embedded website integration for client access, and governance is managed internally with operational ownership spanning finance and client service teams given the firm size.
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Gannon Tax & Bookkeeping | Professional Services | 10 | $1M | United States | TAXDOME | TaxDome ERP | ERP Financial | 2021 | n/a |
In 2021, Gannon Tax & Bookkeeping implemented TaxDome ERP as its primary system for financial and client operations, deploying a cloud-hosted application aligned to the ERP Financial category. The implementation is centered on a single small professional services firm in the United States with a compact team of roughly 10 employees, positioning TaxDome ERP as the hub for bookkeeping, tax preparation, and client-facing financial workflows.
TaxDome ERP was configured to deliver standard ERP Financial capabilities appropriate for a small tax practice, including invoicing and accounts receivable, billing and payment tracking, basic general ledger accounting, and client account management. The deployment also incorporated document management and workflow automation typical of tax office practice management, with rule-driven task queues for engagement workflows and automated reminders tied to billing cycles.
The application is exposed on the company website using TaxDome ERP functionality to provide client portal access and streamline document exchange and billing interactions directly through the public site. This web-facing deployment supports client onboarding and ongoing client communications, while the core system remains the single source for financial records and client engagement data within the firm.
Operational governance was revised to centralize financial controls and standardize intake to billing processes, with configuration focused on role-based access for bookkeeping staff and tax preparers. Rollout scope remained internal to Gannon Tax & Bookkeeping, covering accounting, client services, and tax preparation functions, and the TaxDome ERP implementation is presented as the firmwide system for ERP Financial and client accounting activities.
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Professional Services | 25 | $4M | United States | TAXDOME | TaxDome ERP | ERP Financial | 2024 | n/a |
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Professional Services | 10 | $1M | United States | TAXDOME | TaxDome ERP | ERP Financial | 2022 | n/a |
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Professional Services | 10 | $2M | United States | TAXDOME | TaxDome ERP | ERP Financial | 2021 | n/a |
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Professional Services | 40 | $4M | United States | TAXDOME | TaxDome ERP | ERP Financial | 2020 | n/a |
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Professional Services | 10 | $1M | United States | TAXDOME | TaxDome ERP | ERP Financial | 2022 | n/a |
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Buyer Intent: Companies Evaluating TaxDome ERP
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