The thing that really sold me was the print to TaxDome function - when I was printing a tax return, I could print it right to the client’s folder in TaxDome. When I discovered the (Z:) drive, that changed everything too because it’s way more convenient and makes everything much more seamless.
Go paperless with TaxDome
When you have documents saved on your computer, you can easily print, upload, and send them to TaxDome. Also conveniently share these documents with clients, request e-signatures and perform other actions.
Work offline
Without losing any data—all changes will sync automatically
Upload in bulk
Send multiple folders and docs to clients all at once
Monitor sync status
While uploading files in bulk through the Virtual Drive
Link to client accounts
Choose the clients for whom you want to upload documents
Print to TaxDome
Print, save and send docs directly to TaxDome from any tax software
Request e-signatures
Ask clients to e-sign the docs you uploaded
Link to jobs
Simplify your work by linking docs to specific jobs and clients
Lock docs to invoices
Lock documents to invoices directly from the tax program
Implementation and Training "We have you covered"
Personalized support and assistance to ensure your firm’s success, as an add-on service. Learning new software can be intimidating, which is why our team will create a customized plan based on your firm size, services, and goals with full access to:
- The knowledge base
- TaxDome Academy
- Webinars
- TaxDome community
- Premium support
- Free group onboarding
- Paid advanced team training
