Client management

See and be seen. Grow your firm through enhanced client relationships

Go beyond CRM with TaxDome. Our communications and document storage ecosystem centralizes all client information for efficient management and communication.

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Retain and gain clients easily

Cultivate lasting connections and maximize efficiency with a built-in CRM

Keep track of client data

View client info and communications in one place, with customizable access rights

Manage accounts efficiently

Add tags, custom fields, and filters, apply bulk actions, and more

Automate client onboarding

Save time with automation, from capturing leads to e-signing files

Advanced document management

The best of both worlds: enjoy secure unlimited storage and innovative document management

Safely store and share all your docs with unlimited cloud-based document storage

Receive documents from clients and third parties through a centralized hub, integrated with the client portal and mobile app

Organize files and folders: create folder templates, set access rights, and apply filters

Empower clients to upload, review, approve, and e-sign documents via one portal accessible from multiple devices

Make the best first impression with faster onboarding and customizable organizers

No more clunky docs and long conversations to get the information you need. Save time and provide an outstanding client experience with TaxDome organizers.

Get to work faster with automated organizers

Send organizers to clients automatically based on dates, tags, and other triggers. Assign tasks to team members automatically when a client completes an organizer.

Personalized, secure forms and questionnaires for collecting client info.
Use pre-built templates or customize to suit your needs.
User-friendly on any device.
Reduce question overload with conditional logic.

Integrated with the CRM.
Designed to work seamlessly with your pipelines and workflows.
Organizer templates available.

A complete, connected communications ecosystem

Speak your clients’ language, flexibly

Use the right communication tool for every occasion.

SMS

Ensure your messages are seen quickly: send reminders, notifications, and follow-ups right inside TaxDome.

Email

Share in-depth, long-form information such as newsletters and major updates.

Chats

Securely share sensitive information: send documents and communicate in real-time via chat, backed up daily to the cloud.

Never miss a beat with Inbox+

Inbox+ is your notification center for all emails, messages, and tasks. See all mentions and client updates, manage projects, and stay on top of tasks – all in one place.

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