Client management

Secure email integration

Sync any email provider with TaxDome for complete transparency of every client interaction across your team.

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4.7/5 across 6,200+ reviews

The fastest growing practice management platform on the planet

See how customers are raving about us on places like G2 and Capterra.

Brittnie Eiden,
owner of Eiden Tax&Accounting

"I have all of my clients' emails synced so I don’t have to go through my personal mailbox to find all of their emails – it comes all into my inbox at TaxDome. I can check through them and I know that those are important because they are from paying clients, and it’s not going to get filtered out by somebody else that is just there asking, or spam emails that come through, or anything like that.”

Randy Joseph and Deva Hetrick,
Joseph&Hetrick, LLC

"We keep all client communication in TaxDome. Instead of constantly sifting through hundreds of email threads in Gmail or Outlook, the team now has quick access to communications for the whole project.”

S.H.

Sydney H.
Highley CPA

‘’People would email us or call us, ‘Hey, I am just checking on my return, can you let us know what the status is?’ We tried to stay ahead of the waves. TaxDome helped us with automatic emails with my videos: ‘Your taxes have been prepared but they are now in review. Stay tuned.’ It’s probably the best software I’ve ever used in my entire career.’’

Brittany Pullin,
manager and sales tax associate at Tax Man To You, LLC

“With TaxDome we’ve been able to gather client management and job management in one place: communicate with clients, store data, create organizers to obtain data from clients, assign tasks to our team. It’s been a game changer.”

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Winner Comprehensive Firm Workflow Solution

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Emails integrated into your workflow

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Every email between your firm and clients is in one shared inbox.

Customize and personalize email templates to fit your firm’s needs.

Schedule emails to be sent at the right time.

Add images and documents to emails from your TaxDome or computer.

Add a custom signature to every email you send.

Frequently asked questions

See TaxDome in action with a free demo