Discover what 1,000 taxpayers expect in 2025

We needed an easy to use and deploy tool to manage client workstreams and implement an effective client portal. TaxDome is easy to use and configure. Our clients like what it brings to the table for them. It is a foundational tool for us to grow and expand the practice.

I love that billing, client portal, document sharing, and communications between the firm and the client are so seamless! I use this to manage my practice and scale services in one place.

Everything I was looking for is included in TaxDome! At first I was hesitant about the cost, but once I realized all that was included and the money  I won’t need to spend next year, and to have the website hosting included  — that brings the costs to very reasonable!!

We are happy we can create our own white labeled, personal customer portal, with TaxDome. Customers can chat with us via mobile, or a laptop, anytime. Accountants can answer faster, easier, and have a better understanding of their customers. They also have better control over documents, while being GDPR-compliant.