How much is your firm paying for disconnected tools?

Item: TaxDome
Rating: 5
Author: Chris Farris, COO of Foundation Group (50+ staff)

Intake and delivery, DMS, workflow, client communication — most firms pay for them separately, while they’re all included in TaxDome. Calculate how much you could save with one platform.

Which tools does your firm currently use?

Please select at least 4 apps for the calculator.

How many team members do you have?

How many individual clients do you have?

How many business clients do you have?

Count active clients only — the ones you work with during the year.

Save

0 9 8 7 6 5 4 3 2 1 –

/year by switching to TaxDome — we’ll show you how

Request a demo to see how TaxDome will replace X apps with one robust solution and reduce costs.

If the form doesn’t load, please call us at +1-833-TAX-DOME or email [email protected] — we’ll help you schedule a meeting.

Thank you!

A TaxDome specialist will contact you to arrange a demo.

Chris Farris, 
COO of Foundation Group (50+ staff)

“TaxDome has been a huge success for us, meeting both client and employee expectations.”

Run your entire firm on TaxDome

All the solutions you need… Client and team communication: …are there for you, in TaxDome

Secure internal chats for your team and clients, email sync, secure branded client portal, and mobile apps for messaging, tasks, invoices, and more.

All the solutions you need… Workflow automation and project management: …are there for you, in TaxDome

Custom pipelines and built-in automations for emails, tasks, documents, and jobs, triggered by pipeline stages. Notes and templates to build SOPs tied to workflows.

All the solutions you need… Document and data management: …are there for you, in TaxDome

Secure, unlimited storage, built-in PDF editor, legally binding IRS-compliant signatures, custom organizers and forms with conditional logic, and audit trail.

All the solutions you need… Billing and payments: …are there for you, in TaxDome

Recurring billing, integrated payment providers (Stripe, and more), built-in tracking of billable hours, and automatic invoicing.

All the solutions you need… Client onboarding and engagement: …are there for you, in TaxDome

Unlimited contacts CRM with tags, statuses, automations; customizable and appealing proposals and engagement letters with services, prices, and signatures.

All the solutions you need… Bookkeeping and financial management: …are there for you, in TaxDome

Core accounting integrations and reconciliation support; features for bookkeepers: GL integration, uncategorized transaction clean-up, quality control workflows.