Portal Adoption Co
Team training session in a tax office

Seattle, WA

Training · playbook · adoption

The software works.
Now make the team love it.

Most TaxDome failures are not software failures — they are Tuesday-afternoon failures: staff back on email, clients confused, one heroic admin holding the old ways. We run structured adoption programs that train every role on your data, write the firm playbook, and measure usage until the new way is just the way.

Book a free skills check See programs

TaxDome in practice

What your team actually learns

Not a feature tour. Each module below is taught as a working procedure — on your clients, your templates, your season calendar — with the playbook page written during the session.

Admin

Admin & configuration

Your power user learns the console: pipelines, automations, templates, user roles — and how to change them safely in-season.

Preparer

Preparer workflow

Document review, job pipelines, time tracking, client notes, task queues — the daily working surface taught on live returns.

Front desk

Client management

Onboarding sequences, invite scripts that get answered, the portal app pitch at the front desk, document triage.

Partner

Partner visibility

Dashboards, review queues, deadline reports — leading the firm from the board instead of the rumor mill.

Security

Data protection

Access rules, retention, the IRS data-security standards (Safeguards) mapped to TaxDome settings, written into the playbook.

Clients

Client-facing scripts

The exact invite email, the app pitch, the "portal instead of email" conversation — written, tested, and yours.

Us

Trainers, not demonstrators

Founder

Grace Nakamura

Rolled out TaxDome at a 14-office firm — and watched four offices quietly revert. Built this program from what fixed them: training by role, playbook, metrics. Now does it for a living.

Lead trainer

Bill Cormier

Former community-college instructor: patient, funny, allergic to jargon. Runs the preparer and front-desk sessions; his recordings are the ones January hires actually finish.

Security specialist

Amara Diallo

Ex-bank compliance: translates IRS Safeguards expectations into TaxDome settings and a playbook chapter your E&O carrier will like.

Why adoptions fail

Nobody reverts on purpose. They revert on Tuesday.

The pattern is universal: launch goes well, week two arrives with a difficult client and a deadline, someone solves it the old way "just this once," and by week four the portal is a ghost town. The software did not fail — the habits never moved.

Adoption is a designed process, not a memo. Ours: every role trained separately on real clients, a playbook that answers "how do I..." before it is asked, two managers champions, and metrics reviewed at weeks two and six — so reverting is visible while it is still fixable.

In the room

Preparer session, hour two

Role session with preparers

Their clients on screen, not a demo firm.

Their own client list on screen — the single detail that makes training stick past Tuesday.

Programs

Four programs, measured adoption

Most firms pick this

Everyone starts

Free Skills Check

We interview two staff members about their daily workflow. You get an honest snapshot: where your future TaxDome adoption will stick and where it will need design.

  • All training on your real clients
  • Playbook written, not downloaded
  • Metrics reviewed at week 2 & 6

Free 30 min

Role Training Day

$290one-time

Solo & small

One full training day split by role (admin, preparer, front desk), on your data, recorded, with a starter playbook for one workflow.

Firm Adoption Program

$1,6504 weeks

2-8 preparers

All roles trained, full playbook written, two champions coached, adoption metrics reviewed at weeks 2 and 4, one tune-up session.

Firm-Wide Change Program

$3,1006 weeks

9+ preparers

Multi-office rollout, security module & Safeguards mapping, leadership coaching, all-halls sessions, 90-day metric reviews and seasonal-hire onboarding kit.

TaxDome subscription billed separately. Programs assume the platform is live or being set up — we coordinate with your implementer if migration happens in parallel.

How it works

From first call to go-live

01

01

Skills check

Thirty minutes, two staff, honest findings. Free, and useful even if you train nobody.

02

02

Role design

We map who does what and write each role's session agenda — on your workflows, not the demo firm's.

03

03

Train & write

Live sessions by role, recorded; each session ends with its playbook pages written and reviewed.

04

04

Measure & tune

Usage dashboards at weeks 2 and 6: portal adoption, task completion, old-channel leakage. We tune where numbers say so, not where opinions do.

Client stories

Firms that made the switch

“ "We had TaxDome for a year and used it like a filing cabinet. Grace's program was the difference — sessions per role, playbook pages per task, and metrics that made reverting visible. Adoption doubled by week 4." ”

Ellen Marsh
CPA firm, 7 preparers — Bellevue, WA

“ "Bill trained my front desk so well they now pitch the mobile app at drop-off. 80% of new clients onboard via portal in the first week — the old way was zero." ”

Farid Ansari
EA, 3 staff — Tacoma, WA

“ "The Safeguards chapter Amara wrote paid for the program in our E&O renewal conversation. Compliance as a delivered document, not a resolution to do better." ”

Joan Whitfield
CPA firm, 12 preparers — Seattle, WA

Before you book

Frequently asked questions

That is exactly whom we serve: configuration without adoption is the most common pattern we find. The skills check diagnoses it in 30 minutes.
Always yours. Demo-firm training evaporates; your staff remembers where THEIR client's 8879 lives.
Working procedures written during the sessions: portal onboarding, document triage, review routing, signature flows, plus the security chapter. Plain English, printable, editable.
TaxDome usage reporting plus a short staff pulse-survey at weeks 2 and 6: portal logins, tasks completed on the board, old-channel leakage (client emails per week).
That is a deliverable: the recorded sessions, the playbook and a 60-minute January onboarding agenda — a kit your admin runs without us.
No — independent firm, clearly disclosed on every page. We train teams on the platform; the subscription is yours.

Book the check

Thirty minutes, two staff, honest findings

Tell us your firm size and how long TaxDome has been live. We will bring the adoption survey to the call.

Phone (206) 555-0184
Hours Mon-Fri 8am-5pm PT

Email [email protected]