Client management

Built-in CRM for Canadian accounting firms

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

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Grow with TaxDome

The ideal accounting CRM software for client-facing teams

Give each client a red-carpet treatment: all client action items are in a consolidated dashboard in their pocket.

Consolidate your firm’s leads and clients on a single dashboard. Configure your CRM hub with client-centric workflows, custom fields, unlimited contacts, and more.

Organize and automate your accounting, payroll and bookkeeping processes: client communication, client intake process, creation of tasks, and more.

Automating the process of new client onboarding

Automate new client onboarding from capturing a lead through your personalized login page to e-signing ready files.

Setting up automatic reminders in TaxDome CRM

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.

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.

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

"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."

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Eric Gray,
CEO of Evolution Accounting & Consulting, LLC

"To serve 1000+ clients, you need to have a solid system in place. We have the option to tag accounts or jobs. And we can really see if this project comes from our existing or acquired business line, if it’s efficient, and separate things out that way."

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Christina F.,
Accounting firm owner

"TaxDome was able to take our current CRM system (Liscio) that we paired with ClickUp for internal tasks and allows us to combine the two software platforms. This will help with efficiency within our firm."

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Edmonia J.,
Enrolled agent

"I like the automation and that there are customizable templates. I also like that it integrates with QuickBooks and Stripe. There's a lot of value in it for the price. I was looking for a CRM/portal all-in-one that will support all the services that I offer and this is it."

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Winner Comprehensive Firm Workflow Solution

A complete, connected communications ecosystem

Speak your clients’ language, flexibly

Use the right communication tool for every occasion.

SMS

Ensure your messages are seen quickly: send reminders, notifications, and follow-ups right inside TaxDome.

Email

Share in-depth, long-form information such as newsletters and major updates.

Chats

Securely share sensitive information: send documents and communicate in real-time via chat, backed up daily to the cloud.

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.

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.

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Eliminate accounts receivable and get paid on time

Integrated time tracking and invoicing

Payment integrations

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

Time tracking and automated billing

Track billable hours, monitor your team’s time and keep them focused on productivity. Create invoices in bulk or one by one.

QuickBooks Online integration

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

Seamless intra-firm collaboration

Keep the history of communication with a client in one CRM

@Mention team members 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 monitor their activities

Integrations with global software and tax authorities

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.

Lacerte

Stripe

CPACharge

QuickBooks Online

Zapier

Acuity

YouCanBookMe

Drake Software

Verito

Calendly

TaxSlayer

Schedulista

Office 365

Outlook

Gmail

An operating system for your practice

Ultimate tool suite for increased productivity

TaxDome accounting CRM software 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.

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, TaxDome will not. 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 accounting CRM systems?

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

Can non-clients (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.

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