Run tax season through one client portal. See a working portal for a small tax firm: document requests, automatic reminders, e-signed engagement letters, and payment, with live Q&A.
Make SuiteDash work the way your business does.
Setting up SuiteDash for the first time, or rescuing a setup that stalled? Our Run And Scale team builds it around how you actually work, then keeps it running.
Run And Scale is where our SuiteDash team works. You'll find service details and booking there, but you're still working with Pure Source.
Make more of SuiteDash
We start with how you work, then set up the parts of SuiteDash that actually help.
Give clients a smooth start
Intake forms, engagement letters, and welcome steps, so new clients know what comes next.
Keep client work in one place
A branded portal for messages, document uploads, and status updates, instead of email threads.
Make billing less manual
Proposals, invoices, and card payments connected to the rest of your process.
Pick the help that fits
Run And Scale has the full details and handles booking. Start with whichever sounds most like you.
SuiteDash isn't working yet
Bought SuiteDash, started setting it up, and stalled? The Rescue Audit is a 60-minute recorded review of your account, and you leave with a written fix list ranked by impact.
Starting fresh
We set up SuiteDash around your business: intake, client portal, proposals, invoicing, and automations. Choose a monthly plan that includes your SuiteDash license, bring your own license, or pay once.
Keeping it running
Your business changes, and your system should keep up without a new project every time. The Support Plan covers a monthly check-in and regular changes.
Need SuiteDash to connect to another system, or do something it can't do out of the box? Explore custom solutions
A client portal that's ready before tax season
Tax Season Ready is a branded client portal where clients upload documents, sign engagement letters, and pay you. It's built in two weeks and live before January. Want to see one first? Our free workshop walks through a working portal, live on December 3 and as a replay after.
Run And Scale isn't a separate handoff. It's the part of Pure Source focused on SuiteDash, so you can find the right service and book with the team doing the work.
A few quick answers
Is Run And Scale part of Pure Source?
Yes. Pure Source, LLC is the SuiteDash Validated Agency Partner. Run And Scale is our dedicated SuiteDash practice and the site where we explain the services and take bookings.
I already have SuiteDash, but it isn't set up the way I need. Where do I start?
Start with the Rescue Audit. In 60 minutes we review your account with you, and you leave with a written fix list ranked by impact. You can work through it yourself or have us do it.
Where can I see services and book a call?
On Run And Scale. Look at the Rescue Audit if you already have SuiteDash, the setup options if you're starting fresh, or book a call if you'd rather talk it through first.
Do you only work with tax and accounting firms?
No. Tax and accounting firms are a focus right now because tax season puts so much pressure on client intake and document collection, but we set up SuiteDash for all kinds of service businesses.
Can you help if the standard SuiteDash tools aren't enough?
Yes. We can connect SuiteDash to other systems or build focused tools around a workflow that needs something more. Run And Scale's Custom Solutions page explains how we approach that work.
Let's talk about your SuiteDash plans
Tell us what you want the system to do. We'll tell you whether a rescue, a fresh setup, or a custom build is the right place to start.