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CRM

Power your client management within the secure and flexible TaxDome CRM where every feature works together to easily retain and gain clients.

CRM

Grow with TaxDome

The CRM software ideal for client-facing teams

Easily manage clients, keep records of all contact and account information, capture leads and opportunities, collect payments, interact with clients and gain insights into your team’s performance. Grow your revenue, not your tech stack.

Store clients, prospects

Connect all data points to know your clients and use that knowledge to serve them better. No more searching for client information in emails, spreadsheets or Google docs. Simply one central hub to ensure exceptional client service.

Simplified account management

Consolidate your firm’s leads and clients on a single dashboard. Configure your CRM hub with client-centric workflows, custom fields, unlimited contacts, tags, filters, bulk actions, easy implementation. Link contacts and accounts to build and track many-to-many relationships: define a role that a contact has to their account and any other account in your CRM.

End-to-end management control

Your single pane of glass for organizing and automating your accounting, payroll and bookkeeping processes: client communication, client intake process, creation of tasks and Jobs on preset schedule, billing, engagement letters, custom CRM templates and CRM input.

Onboard clients in a snap

Free up time for your team to serve more clients and still give each client the red-carpet treatment. Automate new client onboarding from capturing a lead through your personalized login page to e-signing ready files.

Automated reminders

TaxDome custom automated reminders keep clients on track without requiring manual follow-up by covering a variety of scenarios, such as reminding clients about pending organizers, contracts, invoices, chat messages, signatures, approvals, and file requests. Save hours of manual work while nurturing client engagement.

Store clients, prospects
End-to-end management control
Onboard clients in a snap
Automated reminders
Brittany Pullin,

We were trying to move from a process of file storage and client management into a true CRM. We had tried a couple of different management systems before we stumbled on TaxDome. And TaxDome seemed to be exactly what we were looking for and a lot more.

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

Shane Mason,

For onboarding, we use a lot of Loom videos and TaxDome, of course, — all of our processes are within our TaxDome CRM tool.

co-founder of Brooklyn FI

Effective client interactions

All client communication in one secure place: SMS, email sync, chats and more

Store the entire history of interactions of your firm with a client consolidated in a single feed for emails, SMS and secure interactive chats. With TaxDome, thousands of firms expand their clientele without hiring extra staff in as much time by utilizing our personalized automated emails and messages to cover all touch points across the customer journey. See examples

  • SMS to reach clients instantly
  • Email sync with no CC’s, BCC’s and forwards
  • Chats to connect with clients in real-time
  • Client tasks to get everything done on time
  • Inbox+ to track activity in your firm
  • Auto-save attachments to the client folder
  • Media viewer to send images, embed videos
All client communication in one secure place

Effective client interactions

All client communication in one secure place: SMS, email sync, chats and more

Store the entire history of interactions of your firm with a client consolidated in a single feed for emails, SMS and secure interactive chats. With TaxDome, thousands of firms expand their clientele without hiring extra staff in as much time by utilizing our personalized automated emails and messages to cover all touch points across the customer journey. See examples

  • SMS to reach clients instantly
  • Email sync with no CC’s, BCC’s and forwards
  • Chats to connect with clients in real-time
  • Client tasks to get everything done on time
  • Inbox+ to track activity in your firm
  • Auto-save attachments to the client folder
  • Media viewer to send images, embed videos
All client communication in one secure place: SMS, email sync, chats and more

Effective client interactions

All client communication in one secure place: SMS, email sync, chats and more

Store the entire history of interactions of your firm with a client consolidated in a single feed for emails, SMS and secure interactive chats. With TaxDome, thousands of firms expand their clientele without hiring extra staff in as much time by utilizing our personalized automated emails and messages to cover all touch points across the customer journey. See examples

  • SMS to reach clients instantly
  • Email sync with no CC’s, BCC’s and forwards
  • Chats to connect with clients in real-time
  • Client tasks to get everything done on time
  • Inbox+ to track activity in your firm
  • Auto-save attachments to the client folder
  • Media viewer to send images, embed videos
All client communication in one secure place: SMS, email sync, chats and more

Effective client interactions

All client communication in one secure place: SMS, email sync, chats and more

Store the entire history of interactions of your firm with a client consolidated in a single feed for emails, SMS and secure interactive chats. With TaxDome, thousands of firms expand their clientele without hiring extra staff in as much time by utilizing our personalized automated emails and messages to cover all touch points across the customer journey. See examples

  • SMS to reach clients instantly
  • Email sync with no CC’s, BCC’s and forwards
  • Chats to connect with clients in real-time
  • Client tasks to get everything done on time
  • Inbox+ to track activity in your firm
  • Auto-save attachments to the client folder
  • Media viewer to send images, embed videos
All client communication in one secure place: SMS, email sync, chats and more

Retain and gain clients

Custom-branded client portal and mobile app

Give each client a red-carpet treatment: all client action items are in a consolidated dashboard in their pocket. According to TaxDome users, sleek and intuitive interface help increase the portal adoption rate by up to 30%, maintain deep client relationship and drive loyalty to the firm.

Clients see you, not TaxDome

Elevate your firm and create a better client experience with your custom-branded URL, client portal and mobile app.

Client-centered workspace

One place to communicate with you, upload, e-sign and approve docs, complete tasks, pay invoices, book appointments, submit organizers and much more. 

Custom-branded client portal and mobile app

Retain and gain clients

Custom-branded client portal and mobile app

Give each client a red-carpet treatment: all client action items are in a consolidated dashboard in their pocket. According to TaxDome users, sleek and intuitive interface help increase the portal adoption rate by up to 30%, maintain deep client relationship and drive loyalty to the firm.

Clients see you, not TaxDome

Elevate your firm and create a better client experience with your custom-branded URL, client portal and mobile app.

Client-centered workspace

One place to communicate with you, upload, e-sign and approve docs, complete tasks, pay invoices, book appointments, submit organizers and much more. 

Custom-branded client portal and mobile app

Efficient document management

Securely store, share and manage your firm and client documents within your CRM. Sleek interface and easy navigation allow you to quickly find necessary documents and work with minimum time and maximum productivity.
Read more

Unlimited storage

Unlimited storage

Store files without limits and extra costs

Bank-grade security

Bank-grade security

Compliant with all industry standards

Print to TaxDome

Print to TaxDome

Integrated with any tax software

Folder templates

Folder templates

Organize documents easily

Built-in DMS

Built-in DMS

Link documents to workflow

PDF editor

PDF editor

Built-in and ideal for PDF file management

Desktop app

Desktop app

Virtual drive to access and edit files

E-signatures

E-signatures

Unlimited e-sign + KBA, QES available

Your time-money power

Integrated time tracking & invoicing

Build a strong billing process, track billable hours and offer payment options your clients prefer. Get paid on time with built-in invoicing and payments and keep your revenue flowing.
Read more

Payment integrations

Connect your TaxDome to Stripe and CPACharge and seamlessly accept credit and debit cards, e-checks/ACH, and BACS and SEPA direct payments.

Automated billing

Create invoices in bulk or one by one. Invoice clients on a predefined schedule and allow them to pay anytime, anywhere from their client portal.

Time tracking

Track billable hours, monitor your team’s time and keep them focused on productivity. Create invoices from time entries with custom hourly rates. All you need for precise invoices and payroll in one integrated solution!

QuickBooks Online integration

Automatically synchronize your invoices with QBO and see all payments in TaxDome.

Payment integrations
Automated billing
Time tracking
QuickBooks Online integration
Seamless intra-firm collaboration

Seamless intra-firm collaboration

No silos, only coherent teamwork in one shared space. Keep your team focused and aligned with the firm’s goals to deliver quality services together. Connect what needs to get done, by whom and by when.

Keep the history of communication with a client in one place

@Mention (tag) team across TaxDome: jobs, tasks, chats and more

Apply flexible role and permission settings

Implement SOPs with Wiki Pages

Customize notifications based on individual preferences

Follow/unfollow client accounts to ‘watch’ over their activities

Centralize practice management with TaxDome integrations

Streamline your workflow across multiple platforms – connect to your favorite business tools and keep your data synchronized with other systems.

  1. Tax and bookkeeping programs

  2. Payment processors

  3. Email integration

  4. Schedulers

  5. Zapier

  6. Cloud hosting

Centralize practice management with TaxDome integrations
Ultimate tool suite for increased productivity

Ultimate tool suite for increased productivity

TaxDome gives you powerful tools to plan, execute and track projects of any size with lower operational costs and boosted quality output.

Calendar. Get your projects and deadlines under control.

Firm Insights. Manage your team’s workload and stay on top of the client activity.

Custom reporting. Gain clarity and drive growth with detailed reports.

Kanban and list view. Add clarity to your workflow and quickly identify bottlenecks.

Top-notch client service

Implementation & team training included

Personalized support and assistance to ensure your firm’s success. Learning a 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
  • Screen-sharing
  • Premium support
  • Free advanced team training
Implementation & team training included

Q&A

Frequently Asked Questions

How can I import all my clients?

We have an import tool for that. You’ll decide whether you want to only import your contacts or also create accounts.

Can I migrate all my current SmartVault client data to TaxDome?

Yes, from SmartVault or any other service. Please visit our Help Center for more information on how to migrate client files from your current software.

When I import my clients, will TaxDome automatically email them?

No, you can either manually select clients to whom you want to send invitations or use the bulk option when you’re ready.

Are there any limitations to the number of clients or accounts you can have?

You can have an unlimited number of clients, accounts, storage space and e-signature usage. You pay only per user (you and your team members).

How can I filter my clients?

We have a bunch of CRM filter options such as for assigned team members, tasks, recent activity and more. And you can also filter by using our customizable tags.

Does TaxDome integrate with Salesforce or other CRM systems?

You can use Zapier to sync contacts between the two. More on our integration with Zapier.

Can nonclients (i.e., business associates) be added to a CRM system account and linked to clients?

Sure, each account can have as many contacts as you need, and you can control whether the contacts have access (a login) to the account or not.

How are interactions with clients stored in TaxDome?

Once you sync email and set up accounts, all emails and messages are automatically stored in your client accounts. Files clients send you are automatically saved in their accounts. If you use Zapier, you can also connect your VOIP system, calendar, or emailing service to TaxDome, and contact info will be synced automatically.