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TaxDome overview

TaxDome overview

One platform to streamline,
scale, and grow your practice.

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Firm management

Oversee both strategic planning and manage day-to-day tasks easily and efficiently.

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Workflow automation
Team collaboration
AI-powered reporting
Apps overview
Desktop app
Wiki pages
PDF editor
Inbox+
🔥 Coming soon

New features for bookkeepers, 0 per-client fees

Capacity planning: manage workloads and increase team efficiency
See what’s new

Client management

Maintain all client data, documents, communication,
and tasks in a secure, centralized location.

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CRM
Document management
Tax organizers
E-signatures
Chats
Email
Activity feed
⭐ Success stories

TaxDome helps a 40-person accounting firm become more efficient
Read other success stories

Revenue operations

Get paid on time with streamlined invoicing and client billing integrated into your workflow.

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Time and billing

Client experience

Deliver a top-tier experience with a white-labeled client portal and mobile app that your clients will love.

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Client portal
Client mobile app
Website and branding
Global communications
Client requests
🚀 Industry report

What your clients want you to know: insights from 1,000 taxpayers
See what’s new

Integrations

Connect TaxDome with your favorite tax programs, schedulers, payment providers, and other apps.

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IRS transcripts
Companies House
DATEV
Zapier
QuickBooks Online
CPACharge
Stripe
TaxAct
CCH Axcess Tax
Drake
Lacerte
ProSeries
TaxSlayer
Verito
RightNetworks
Acuity
Schedulista
Calendly
YouCanBookMe
Gmail
Pricing Pricing

Resources

Academy

Self-paced, expert-led courses

In-person events

Meet the TaxDome team in person

Migration

Switch to TaxDome easily

Blog

Industry insights, best practices

Live and recorded events

Webinars and live sessions

Community

Connect and grow with other firms

Help Center

Guides, FAQs, platform resources

ROI calculator

Discover the return on investment

Glossary

Library of financial terms

Case studies

Our client's success stories

Consultants

Hire TaxDome implementation experts

Company

About us

Explore our mission and values.

Testimonials

See our clients review.

Contact sales

Contact us for tailored solutions.

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Take a tour
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Client management

Gain complete visibility of all changes with a centralized activity feed

Stay informed on everything happening in your firm. Activity feed centralizes all activity in one place, providing complete oversight to boost transparency, accountability, and security.

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Keep an eye on every change

View and track every action, across all client accounts

Taxdome CRMTaxdome CRM

Improve compliance

Track and resolve issues effortlessly with a detailed history of all employee and client actions.

Track updates

View account updates, including who made them and when, and refine your search with filters for account, date, item, and more.

Gain insights

Monitor staff performance and client interactions and use these insights to identify improvement areas and build stronger client relationships.

A centralized hub to monitor all changes in one place

Activity feed is a comprehensive date- and time-stamped record of history and details of interaction with documents, organizers, tasks, engagement letters, and more.

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Documents and engagement letters

See when documents are viewed, downloaded and modified.

Client tasks

Track additions, updates or modifications that were made by the firm or the client.

Organizers (tax forms)

See when an organizer was created, viewed, filled out, sent, sealed and by whom.

Firm balance

Firm balance is utilized for SMS, KBA (knowledge-based authentication) and QES (qualified electronic signature).

Our client experience speaks for itself

This software allows me to keep a live and easily accessible audit trail so I no longer have to search individual client files for notes.

Our client experience speaks for itself

I love that everything for managing clients, file sharing, gathering and requesting documents and the smart email inbox, is all in one place.

Our client experience speaks for itself

I love that billing, client portal, document sharing, and communications between the firm and the client is so seamless!

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Winner Comprehensive Firm Workflow Solution

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Success

Frequently asked questions

How can I access the activity feed?

You can access the activity feed in your portal through the left-hand menu.

What information can I see in the activity feed?

The activity feed provides a date- and time-stamped record of the history and details of all interactions with documents, organizers, tasks, engagement letters and more. In particular, the user’s name and email, client and server times, the changes that were made, the user’s IP address, and more.

Who can view the activity feed?

Firm owners and admins have access to the Activity feed by default. If you want other team members to access the activity feed, enable the ‘View activity feed’ access right for them. Please note that no events can be deleted by anyone.

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