Firm management

Firm desktop app

Access existing documents seamlessly through your Windows Explorer and Mac Finder, and upload new documents for your clients directly from your tax programs through the desktop application.

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Our client experience speaks for itself

"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."

Our client experience speaks for itself

"We only need to log into two programs instead of five or six. TaxDome keeps our practice organized so nothing is missed, and everything is on one platform."

Our client experience speaks for itself

"TaxDome is easy to use and configure. Our clients like what it brings to the table for them."

Winner Comprehensive Firm Workflow Solution

Streamline your document workflow

Use the desktop application and TaxDome Drive to view, edit, and easily send files directly to TaxDome

Effortlessly access and organize your files from your PC using the TaxDome virtual drive. Upload, make local edits, and save changes directly to your portal.

Send prepared tax returns to TaxDome with one click from any tax software, on local or hosted desktop environments.

Streamline document uploads and e-signatures. Specify where you want clients to e-sign, include fields for both the taxpayer and their spouse and add date formats.

Reduce accounts receivable by utilizing the lock to invoice feature: the client is made aware of the document, but they cannot view or download it until they pay.

Choose the clients you want to upload documents for, link the docs to specific tasks, and easily upload multiple documents and folders to several accounts at once.

Frequently asked questions

How can I install the Windows desktop app on my computer?

To get the app on your computer, you can use the provided link to upload it. Alternatively, you can access the portal, open settings, and click on the link in the Download Windows App section. Save the application as an .EXE file to your preferred folder. More on downloading and installing the Windows app.

Can I work offline in the desktop app?

Absolutely! You can access and work offline in the TaxDome Windows app without losing any data. All the changes you make will sync automatically.

Can I access my files from the web if I uploaded them through TaxDome Drive?

Yes, all files are stored in the cloud and you can access them from anywhere, at any time.

Can I edit my client files directly from Windows Explorer?

TaxDome Drive allows you to edit documents directly from Windows Explorer with any third-party applications you use on your computer. If you open a file in TaxDome Drive and make changes, the file will automatically update in the client’s account profile. You don’t need to download a file, make changes and upload it again.

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