A simple, powerful workspace to manage your practice: clients, jobs, documents, teams.
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.
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.
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.
The best benefit I have found would be to operate my «one woman show» more efficiently utilizing one program.
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.
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.
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.
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!
TaxDome is workflow automation software created for the tax and accounting industry, allowing you to automate processes, have clear visibility into your work, and ensure nothing slips through the cracks. Use ready-made templates (bookkeeping, tax returns, payroll, resolution 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 tax CRM that helps you manage all your firm’s relationships with customers 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 storage and secure document sharing portal in one place. Access documents in the browser or through the TaxDome Drive directly on your computer in Windows File Explorer or the Mac Finder TaxDome’s desktop app allows you to quickly and easily get documents from your tax or bookkeeping software directly to your clients. Read moreJoin Live Demo
TaxDome’s PDF editor allows you to highlight, rotate, make notes or make annotations directly within TaxDome, without needing to use Adobe or similar tools. You, your team members, and your clients can edit PDF documents in TaxDome, including completing fillable forms.Join Live Demo
Scale your business with TaxDome. Maintain a clear understanding of the projects your team is working on. Onboard new team members, @mention colleagues to discuss jobs and clients, share information between team members with ease. Ensure privacy and safety of your client data with comprehensive user permissioning. Read moreJoin Live Demo
Create a modern, mobile-friendly accounting firm website hosted with TaxDome. Choose from over 200 accounting firm website 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 with TaxDome’s secure file sharing for accountants. 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 directly within your portal. Integrated with Stripe, CPACharge, QuickBooks Online. Reduce accounts receivable issues by locking documents to bills to ensure payment. Read moreJoin Live Demo
Automate your onboarding by sending your clients legally binding engagement letters directly within TaxDome. Your clients will receive your proposal based, with itemized services, and be able to sign directly within their portal. Less admin work for you and your team.Join Live Demo
Organize your practice by using one platform for both internal practice management (workflow, CRM, reporting) & for client-facing tools (documents, signatures, invoicing, messages). Every client, every email, every job, every invoice, all in one shared place for your team.
Utilize TaxDome in your preferred language and provide your clients with top-notch client experience in their language.
TaxDome supports multiple currencies and provides you with free support and training sessions in your language.
Personalized support and screen-sharing onboarding sessions at no extra cost for all clients and trial users.
Available in the Pro plan.