TaxDome for Tax Prepearers

Let’s improve your tax prep processes and simplify your workflow with TaxDome. To keep your tax preparation practice running smoothly with TaxDome, you need to:

• Set up your CRM
• Set up your processes, from onboarding new clients to handling different types of tax forms
• Discover how to get information from your clients quickly
• Explore efficient ways of communicating with your clients so that you can complete one return in one sitting

Let’s improve your tax prep processes and simplify your workflow with TaxDome. To keep your tax preparation practice running smoothly with TaxDome, you need to:

• Set up your CRM
• Set up your processes, from onboarding new clients to handling different types of tax forms
• Discover how to get information from your clients quickly
• Explore efficient ways of communicating with your clients so that you can complete one return in one sitting