I'm Eric — I help solo and small tax practices get fully set up in TaxDome from scratch. Mapped processes, built pipelines, working templates, and real training. Not a generic setup. Yours.
Let's TalkI run Charting Accounts, a bookkeeping firm for small businesses — and through that work, I saw firsthand how powerful TaxDome can be for tax practices that actually have it set up right. Most don't.
So I started Charting Workflows to help solo and small tax practitioners get the most out of TaxDome from day one. I do the setup personally — mapping your actual processes, building your pipelines and templates, and training you so you know exactly how to use everything.
You get a system built around how you work — not a generic template someone copy-pasted from a YouTube tutorial.
Every engagement follows the same proven structure — tailored to your specific practice every step of the way.
We start by documenting how your practice actually works — your client intake, your tax season workflow, your communication patterns. Before building anything, we get the blueprint right.
With your process map in hand, I build your pipelines, create your templates, configure your automations, and set up your client portal — everything inside TaxDome, done correctly.
I walk you through everything we built so you're confident using it. And I'm available for ongoing support as your practice grows and your needs evolve.
From first conversation to final walkthrough, I handle the complete TaxDome buildout for your solo or small tax practice — tailored to how you actually work.
Your workflows documented before a single thing is built in TaxDome.
Custom pipelines for your tax season, onboarding, and ongoing client work.
Email templates, engagement letters, organizers, and automated reminders.
Your branded client-facing portal set up and ready to use from day one.
A walkthrough of everything we built so you leave confident, not confused.
Available for updates, adjustments, and support as your practice grows.
Every practice is different. Every engagement is scoped and priced based on what you actually need — no inflated packages, no paying for things you don't use.
Regardless of scope, every project starts with discovery and ends with a practice that actually runs on TaxDome.
Not necessarily. If you don't have one yet, I can walk you through getting started and help you choose the right plan. If you already have an account — even a partially set-up one — we can work with what you have.
It depends on the complexity of your practice and how many services you offer. A focused solo practitioner setup can be completed in a few weeks. Larger or more complex builds take longer. We'll talk through the timeline before any work begins.
That's completely fine. We'll start with a discovery call to assess what you have, what's working, and what needs to be rebuilt or refined. I won't tear down something that's solid — only what needs improving.
TaxDome is designed for tax and accounting professionals broadly — CPAs, EAs, bookkeepers who offer tax services, and more. If you're running a solo or small practice and want to get organized on TaxDome, reach out and we can talk through whether it's a good fit.
After the initial engagement, I offer ongoing availability for tweaks, updates, new pipeline builds, and general support. This can be scoped as an ongoing arrangement or handled per-project — whatever makes sense for you.
Fill out the form and I'll follow up within one business day. If you're not sure whether this is the right fit, send a message anyway — I'm happy to answer questions before we commit to anything.
Thanks for reaching out. I'll be in touch within one business day.