TaxDome mobile app for practitioners upgraded to include document management, workflow, and communication

While many industries have seen rapid advances in mobile applications, practice management apps serving the tax, bookkeeping, and accounting community have lagged behind when it comes to truly transforming the client experience and delivering a powerful mobile app for firms. We’re changing that.

At TaxDome, we’re not just following the trends—we’re leading the charge. No one else in this space is focusing on the client experience the way we are, and no one has delivered a mobile app that genuinely enhances the way firms operate. Our top-rated client mobile app, now ranked among the top 100 finance apps in the iOS store, is a testament to our commitment to innovation.

But we’re not stopping there. We’re committed to bringing the same level of on-the-go convenience, efficiency, and client-centered design to our Firm mobile app, redefining how tax, bookkeeping, and accounting practices manage their operations and interact with clients globally. The firm mobile app is now updated and available on iOS and Android.

The evolution of our Firm mobile app

When we first launched our Firm mobile app in 2021, it introduced a new way for accountants, bookkeepers, and tax professionals to interact with their clients and manage daily activities. The initial release was met with enthusiasm from our community, as it addressed several pivotal needs in mobile productivity for accounting professionals:

• Secure messaging with clients: providing a secure platform for communication was paramount. This feature allowed professionals to interact directly with clients in a secure environment, increasing convenience and trust at the same time.
• Access to CRM information: immediate access to client information anytime, anywhere enabled faster response times and more personalized service to futurize and enhance the client experience.
• Updates on firm activity through Inbox+: this feature provided real-time updates on client actions and firm activities directly to mobile devices, allowing professionals to stay connected with the firm’s pulse and remain proactive in client management.

Earlier this year, we announced upgrades to the Firm mobile app, each designed to enhance functionality and further improve workflow while team members are away from the office. These included:

• A redesigned home screen with quick action buttons: redesigned for enhanced usability, the new home screen features quick action buttons such as Upload Document, Create Chat, Create Account, and Create Contact, allowing for faster and more efficient task completion.
• Enhanced CRM capabilities: enabling mobile viewing, creation, and editing of accounts and contacts directly from phones and tablets.
• Document management: view and upload client documents directly from the app, facilitating document handling during meetings or remote work, and ensuring continuity and efficiency.
• Secure communication: the new Chats section within each client’s account enhances the client experience by supporting secure messaging and document exchanges, centralizing communications for better organization and access.
• Adjustable push notifications: allows users to customize notification settings for client actions, improving information management without overwhelming users.
• Face ID and touch ID: enhanced security through biometric authentication options like Face ID and Touch ID, protecting sensitive client data.

Now, we’re taking the Firm mobile app even further, for leaders of firms that need to manage their teams and operations on the go. 

New: workflow, communication

TaxDome’s latest enhancements to the Firm mobile app empower firm owners and managers to manage their teams, clients, and workflows with unprecedented ease and efficiency, directly from their mobile devices. Now, you can assign jobs from Tokyo, make comments on tasks from São Paulo, and communicate with clients from Paris, all without your laptop, thanks to these new upgrades: 

• Jobs: within the workflow section, this lets you view job details, edit descriptions, set deadlines, reassign tasks, and mention colleagues in comments from the Firm mobile app.
• Tasks: also within the workflow section, this gives you the ability to edit tasks, leave comments, and attach documents directly from your mobile device.
• Global communication hub: all secure client chats across your firm are available in one global section, making it easier than ever to manage client interactions without switching between applications.

We’re committed to innovating new ways to empower accounting professionals by providing you with tools that help you get more done in less time while offering a 5-star client experience that will help your firm grow. To that end, we have even more in store for the TaxDome Firm mobile app.

TaxDome: your firm’s home for communication, collaboration, firm management, and much more

As we continue to innovate, we’re not just keeping pace with technological advancements; we’re setting the pace with industry firsts, like TaxDome AI. 

The introduction of these upgrades in the Firm mobile app marks another pivotal step in redefining how tax, bookkeeping and accounting professionals engage with clients and manage internal operations.

Not using TaxDome yet? Join our community of more than 10,000 firms and 3 million clients to discover how TaxDome will reinvent your firm.