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UK – English
Canada – English
Australia – English
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DACH - Deutsch
France – Français
España – Español
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Suomi – Suomi
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Firm management
Team collaboration and workload visibility in one shared space
Get a pulse on your team’s workload – whether you have a team of 5 or 500. TaxDome makes it easy to ensure that everyone stays focused and aligned with the firm’s goals. Easily collaborate, communicate and rebalance work when needed to deliver quality services together.
Bring your team together with a shared workspace
Organise internal processes and boost team performance
Gain valuable insights into your team’s productivity to make data-driven decisions and evaluate performance.
Tailor employee access rights and define the tasks that your team members can perform based on their responsibilities.
Use TaxDome’s Wiki pages to create and store standard operating procedures (SOPs) for your team. SOPs can be per client, per service or any other process within your firm.
Use a customisable Insights dashboard to review team performance, collect data on critical output and efficiency metrics, and stay updated on pending client activities.
The fastest growing practice management platform on the planet
See how customers are raving about us on places like G2 and Capterra.
“All employees are working remotely and 99.5% of clients use the tool to work with us. We are getting compliments from our clients all the time and our business can be scaled thanks to TaxDome.”
Jake Mitrovic
President of Pinnacle Accounting, Inc.
“I love that billing, client portal, document sharing, and communication between the firm and the client is so seamless! I use this to manage my practice and scale services in one place.”
Lynnorra P.
Senior partner at an accounting firm
All communication channels in one place
Foster seamless intra-firm collaboration
Easily @mention your colleagues for a prompt response – ask specific questions on the spot, start discussions without assigning specific tasks to them, and more.
Stay in the loop with TaxDome’s Inbox+ notification center – and customise the notifications you want to receive.
Enable your team to communicate securely and in real time with your clients via chats. You can use it to schedule appointments, request missing information, and more.
Sync your email account with TaxDome to keep all your business in one place and improve your communication with clients.
Store, share documents, obtain client approval, and request unlimited E-signatures. Use our built-in PDF editor to collaborate on files with team members.
Supercharge your teamwork with automations
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2.5 M+
total automations
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1.5 M+
emails and secure chat automations sent
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300 k+
proposals and engagement letters signed
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400 k+
documents e-signed
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4.9 /5
client app rating from 40,000+ reviews. Rated by the people your firm serves, not by accountants.
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15,000+ firms
accounting, tax, and bookkeeping firms that chose TaxDome and haven't needed to shop for software since.
5
team members
Tax Specialist, Blueridge Tax
6
team members
Director, Freshwater Taxation
Navigate projects and processes with ease
Get all your deadlines under control
Online work calendar
Kanban and list view
Client mobile app
Top 100 in App Store
1 million+ downloads
Firm mobile app
Frequently asked questions
Can I add my employees to my TaxDome account?
Sure! As a firm owner, you can add your team members to TaxDome. You can assign them specific clients to work with and determine the access rights they need to have.
Can a staff member log in and view all of their pending tasks for all clients in one spot?
Yes, they will have access to TaxDome’s notification center, Inbox+, which consolidates all tasks, client emails, and messages in a single place.
Is there a way to add internal security for team members?
Yes, you can set access rights for your employees, and expand or limit what each team member can view and access.
How can my staff members communicate with each other regarding clients before responding to them? Do you have a feature for internal communications similar to Slack or Teams?
Certainly! Within your TaxDome account, you can leave notes in jobs, tasks and client notes. You can also directly @mention your team members in chat threads, tasks, job cards and account notes to seek the expertise of your team members.
Can I assign tasks to specific team members?
Definitely. All tasks can be assigned to one or several team members—or none at all. More about task creation.
“Our favorite feature of TaxDome has been the all-in-one portal for our staff and clients. We use it to track all tasks for our employees, and as a document portal/messaging center for our clients. We've gotten great feedback from our clients since they can access tax returns, upload documents, message our team, and pay invoices in one place.”
Amy Barry-Loesch
CPA at PNW tax Solutions