SuiteDash Implementation Consultant (Immediate Start)
Job Description
We are a U.S. Federal Tax Law Firm & CPA practice seeking an experienced English-speaking SuiteDash Implementation Consultant to perform a full end-to-end build-out of SuiteDash across our multi-department environment. This role requires deep experience configuring all SuiteDash modules, designing secure client portals, building workflows, integrating external software, and customizing SuiteDash to support high-compliance CPA and legal operations. We need someone who can start immediately. This will be a step-by-step process with our firm's internal IT & Software Engineers.
Project Scope & Responsibilities:
SuiteDash Configuration:
Complete SuiteDash tenant setup
Branding + white-label domain/email
User roles & advanced permissions
Multi-entity structure for CPA + Federal Tax Law workflows
Staff dashboards: CPAs, attorneys, bookkeepers, clerks, contractors
Client Portal Build-Out:
Secure client login experience
Client dashboards (tax, accounting, payroll, legal)
Custom onboarding flows
Document vaults + structured folder permissions
Workflow Automation:
Intake → onboarding → engagement → execution → completion
Automated task assignments
Multi-department routing (tax, law, bookkeeping)
eSignature + document automation
Recurring workflows for monthly bookkeeping & payroll
Forms & Data Collection:
Smart forms for tax, legal intake, compliance
Intake pipelines
Required fields for regulated workflows
Conditional logic forms feeding CRM
Billing + Payments:
Custom invoicing
Retainers & subscriptions
Payment processor setup
Automated invoice reminders & escalations
Scheduling:
Calendar integration
Staff and team scheduling
Sync with Calendly or redesign standalone
Messaging & HelpDesk:
Internal + client messaging
Announcements
Ticketing setup or Zendesk integration
File Management:
Integration with pCloud for storage
Map workflows from Digits & LedgerDocs
Document automation templates
Integrations Required:
You must configure SuiteDash to work seamlessly with or build a standalone:
pCloud (file storage)
Zendesk (ticketing + compliance workflows)
Digits (AI-powered bookkeeping automation)
LedgerDocs (document collection)
Calendly (client booking)
Ignite (proposals + engagement)
Gusto (payroll system)
QuickBooks Online/Enterprise
JumpCloud (identity management)
Training & Documentation
Written SOPs
Video walkthroughs
Client/Staff onboarding sessions
Final admin-level documentation
Qualifications:
Required: Prior SuiteDash full implementations (not partial setups)
Strong workflow automation experience
Experience in CPA firms, law firms, or regulated industries
Strong understanding of secure document handling
Ability to integrate SuiteDash with external software
Ability to start immediately
Excellent written communication & documentation in English
Preferred Skills:
SuiteDash
Workflow Automation
CRM Development
SaaS Configuration
Business Process Automation
API Integration
Project Management
Staff/Client Portal Development
Accounting Workflows
Legal Practice Management
Accounting and Tax Software Integration
Zendesk Integration
pCloud
Gusto
Digits
LedgerDocs
No-Code Development
Custom Dashboards
Apply tot his job
Apply To this Job