Accounting practice management software in action: explore TaxDome in this explainer video

In a world that’s saturated with technology, it can be difficult to cut through the noise and choose software that genuinely makes life easier. If you aren’t careful, you end up with a bloated tech stack — and a ridiculous number of software licenses to pay for each month.

Practice management software, such as TaxDome, solves this issue for accountants and tax pros by combining all the tools they need to run a modern practice. But because practice management software has such broad capabilities, it can be difficult at first to understand how all those features work together — and the potential they have to transform your accounting workflows. 

Fear not, we’re here to help. We’ve created a video that explores TaxDome’s core features in detail, so you can see exactly how it can take your firm to the next level. 

Explore key practice management software features in our video

In this video, we take a detailed look at some of the most important areas that accounting practice management software covers, using TaxDome as an example. The video offers a deep dive into key TaxDome features and capabilities, including:

Client management

Explore how our CRM helps you manage client data, interactions, and relationships with ease. We also look at our client portal, where your clients can manage all their interactions with your firm — from communication to uploading documents and making payments.  

Workflow automation

Discover how to set up automated workflows quickly using templates and then customize them to your specific needs. Once set up, automated workflows allow you to complete critical accounting processes — such as completing tax returns or onboarding new clients — with minimal manual effort.

Document management

You’ll see how TaxDome can become a central hub for your client documents. We look at how to bulk upload documents via our desktop app and then manage, edit, and e-sign them in the TaxDome portal. 

Proposals & ELs (engagement letters)

The video also explores our Proposals and ELs feature, which allows you to engage clients, set expectations, outline services, request e-signatures, and secure payment in one simple and intuitive workflow. 

Invoicing

You’ll find out how to build invoicing into your automated workflows in TaxDome, set up recurring invoices that capture payment automatically, and even process payments on your clients’ behalf. 

Organizers

See how you can quickly create organizers that capture client information and documents. We’ll also explore how TaxDome organizers use conditional logic, which hides or shows certain questions based on answers to previous questions. 

AI-powered reporting

We also cover one of our newest features, which allows you to unlock the power of your data in TaxDome to understand areas such as efficiency, output, and revenue. You’ll see how this data can be visualized via customizable dashboards, including charts, graphs, and other formats. 

Conclusion

In a highly competitive industry, accounting firms must do everything they can to create highly efficient workflows and outstanding client experiences. Adopting the right practice management software is perhaps the easiest and fastest way to achieve this. 

We hope this video has given you a solid understanding of the breadth of features and use cases that TaxDome offers, and how those features combine to unlock real value across your firm. 

If you’d like a more detailed walk-through of TaxDome’s features, you can sign up for a personalized demo with one of our product experts.