Your document management system (DMS) is incorporated with e-signatures, client portal and CRM.
Use any device to securely access files and share data.
Securely store documents within your practice, without limits or extra costs.
Merge PDFs, highlight, rotate, make notes, annotations, or send fillable PDF forms to your clients. No need to download and upload — everything is auto-saved. Eliminate Adobe, NitroPDF and other paid tools with TaxDome’s native PDF editor.
Encrypted and backed up automatically, all information is stored based on your country’s legal, financial and data protection standards.
TaxDome is the home for your firm’s most valuable documents. We take sensitive data and secure storage seriously. Your business and reputation is at stake, which is why you can always count on TaxDome’s security infrastructure.
Get rid of standalone e-signature tools and streamline your paperless document management flow. IRS-compliant and legally binding e-signatures with KBA are $1 per signer.
Print documents from any tax program directly into TaxDome, eliminating redundant data entry. Request e-signatures, client feedback, and lock documents to invoices with one click, reducing admin time.
TaxDome virtual drive becomes a dedicated drive on your computer — you can manage all documents from it, freeing up space on your computer. You can upload, copy, move files and folders, edit them locally and auto-save changes directly to TaxDome.
Reduce accounts receivable & ensure you get paid for your great work. You have the option to lock documents to invoices, automatically unlocking as soon as the invoice is paid.
Eliminate manual back and forth with approvals: allow clients to provide feedback directly in the interface. Flexible notifications and reminders eliminate the need for manual follow-up.
TaxDome desktop apps for Windows and Mac make it easy to upload files in bulk when transitioning to TaxDome from other DMS systems.
Need to forward an important document to a lawyer or financial advisor? Securely share documents with 3rd parties and provide expiring links for added security measures.
Provide client flexibility to upload files without logging on. Once they upload files, your team will receive a notification.
Control who has access to which folders, and what permissions they have. Choose from 3 access levels to safeguard the work you share.
Organize documents per year, type of service, employee — whatever works for your practice. Apply templates with one click or through automations. Include standard forms to folder templates to automatically upload those documents to thousands of clients at once.