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