A simple, powerful workspace to manage your practice: clients, jobs, documents, teams.
I was looking for something that would allow us to communicate with my tax preparers and had all the information in one place—emails, documents, etc. We wanted something friendly enough for our clients. TaxDome checked all the boxes.
The client portal, workflows, email integration, billing, and automated tasks have helped me get organized for the tax season. My clients are telling me how nice the client portal looks!
As a tax professional, being able to lock the completed tax return until paid was essential for me in Tax season. I did not have to chase a client for payment.
Every app we tried was missing something we needed, which required us utilizing a different software to fill that need. TaxDome has everything in it, we don’t have to search for other apps.
I was struggling to find a solution that allowed all parts of my tax preparation process to happen within one software. TaxDome allows that to happen and makes your tax firm completely virtual.
The best benefit I have found would be to operate my «one woman show» more efficiently utilizing one program.
TaxDome offered everything I had recently lost with Canopy Tax and packaged it in a more user-friendly manner. I don’t have to be concerned with unpredictable future billing and I won’t continually lose features.
I’d moved over from Taxaroo, and prior to that I was using Canopy. I wanted something that would replace those & prevent me from having to use other services.
Unlimited phone and chat support and one-on-one onboarding sessions with screen‑sharing — at no extra cost.
TaxDome allows you to automate your processes, have clear visibility into your work, and ensure nothing slips through the cracks. Use ready-made templates (bookkeeping, personal tax returns, payroll, and more) or create your own customizable, repeatable business processes that enable you to take your firm to the next level. Read moreJoin Live Demo
Integrated CRM that helps you manage all your company’s relationships and interactions with clients and prospects. Send bulk emails, messages, contracts and more saving you time and allowing you to stay on top of a growing client list. Read moreJoin Live Demo
Unlimited, secure cloud storage. Access your documents in the browser or through the TaxDome Drive directly on your Z:/ Drive on your computer. TaxDome’s desktop app allows you to quickly and easily get documents from your tax or bookkeeping software directly to your client. Read moreJoin Live Demo
Scale your business and grow with TaxDome. Utilize the shared inbox to organize all communications & route them to the right people, getting more done as a team. Maintain a clear understanding of who is working on what, ensuring all deadlines are met. Ensure privacy and safety of your client data with comprehensive user permissioning. Read moreJoin Live Demo
Create a modern, mobile-friendly website hosted with TaxDome. Choose from over 200 templates and utilize a custom URL to represent your brand to the fullest. All at no extra charge. Read moreJoin Live Demo
A white-labeled portal that your clients will love no matter their age and technical expertise. Easy to use, secure, available on desktop or mobile app. TaxDome supports 6 languages (more coming soon) so that you can finally offer a client portal to your non-english speaking clients. Read moreJoin Live Demo
Create legally binding documents with unlimited e-signatures included in TaxDome. Easy to use interface, tooltips, and auto-reminders make signing documents effortless for one or multiple signers. KBA available at $1 per signature. Read moreJoin Live Demo
Data safeguards are essential for any modern practice. Encrypted with bank-level security and Two-Factor Authentication, your client data is protected. Read moreJoin Live Demo
Clear and secure way to share sensitive data. Similar to Whatsapp, but fully integrated with your CRM & Client Portal. Messages can be automated and include task lists, documents, and reminders. A modern communication method that works for your clients and team. Read moreJoin Live Demo
Get paid seamlessly. Accept debit cards, credit cards (ACH coming soon) directly within your portal. Integrated with Stripe, CPACharge, QBO. Reduce accounts receivable issues by locking documents to bills to ensure payment. Read moreJoin Live Demo