TaxDome wins Comprehensive Firm Workflow Solutions — CPA Practice Advisor Readers’ Choice Awards 2024. Read more

🔥 Join in-depth webinars to get up to speed on automations, invoicing and team collaboration. Learn more

Firm insights

Keep an eye on your firm’s performance and manage everything  that needs your attention

Firm insights
Pablo Gonzalez Taboada

Great visibility into pending contracts & organizers.

CPA

Jayson Werra

The OCD in me is happy. It also makes me feel I can better utilize the calendar and tasks.

Enrolled agent, Owner, JCW Tax & Accounting, LLC

Mickele Nowden

I really enjoyed the new customization, and it helped me to clean up some items for accounts that have been archived.

CPA

Analytics and reporting

See what needs your attention — from your team or your clients. Track client activity, jobs and tasks assigned to you or your team members, and monitor your firm’s overall performance. Each team member  can customize their own widgets to see the information that’s most important for them.

Jobs

Filter jobs by employees and check everything from the dashboard: deadlines, assignees, stats and more

Tasks

View tasks by team members or by date, and control your workflow: set priorities, statuses, due dates and more

Client activity

Keep an eye on pending client activity by employee: organizers, invoices, signatures, contracts, approvals and more

Team summary

Analyze the workload and efficiency of your staff by tasks and jobs, manage assignees, analyze charts and more

Analytics and reporting

Make the dashboard your own

Customizable to meet your needs

Customize your dashboard based on your role and goals

Add or delete widgets

Add or remove widgets at any time. You can also add several widgets of the same type (e.g., to view the jobs for each team member).

Configure the dashboard

Reorder to prioritize the most important information first. Apply filters to see jobs and tasks by employee, keep track of your stats.

Widgets

Team collaboration features

With TaxDome’s collaboration tools, you can improve oversight, productivity and team management without the hassle of toggling between different platforms.

Insights

Insights

Use your personalized dashboard to review team performance

Wiki pages

Wiki pages

Create SOPs and cheat sheets to facilitate team onboarding

@Mentions

@Mentions

Mention colleagues inside tasks and chat threads to ask questions on the spot

Notes

Notes

Use notes to create internal memos about specific accounts

Notifications

Notifications

Receive notifications and respond to them directly from your Inbox+

Audit trail

Audit trail

Have access to documentation for who worked on what documents and when

Emails

Emails

Sync your email providers to use your email directly within TaxDome

Tasks

Tasks

Create a task or follow up from any email

Trusted by 10,000+ firms in 25+ countries



See how other tax, bookkeeping and accounting firms improve team collaboration and elevate overall firm performance by incorporating TaxDome

Athene Group experience

Athene Group experience: Managing a team of 100+ staff across 10 offices with TaxDome

Before TaxDome we used one system for handling sensitive documents, one system for sharing documents, one system for task management… Packing that into a single system instead of 10 different ones is great.

 

Read case study

The Carter Cook CPAs

The Carter Cook CPAs experience: Building a new-age accounting firm

I knew I could handle everything on my own, but as soon as you bring in other people, lack of organization doesn’t fly. I needed a system where my team would know where each project was at.

 

Read case study

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
Top-notch client service

Your concerns, answered

Frequently asked questions

What can I discover from Insights?

There are 4 types of widgets on the dashboard:

1. Jobs. This widget displays information on jobs for the specified team member or all of them. By default, it displays information for your jobs only.

2. Tasks. This widget displays information on tasks for a specified date and employee or all employees. By default, it will display information on your tasks for today.

3. Pending client activity. This widget contains information on pending actions from the clients account to which the specified team member is assigned. By default, it will display information for your clients only.

4. Team summary. Unlike previous widgets, this one is available for the firm owner and admin roles only. It shows how many tasks or jobs selected team members have. By default, it will display information for your tasks only.

Can I customize the dashboard?

Sure. You can add, move or delete widgets, or add several widgets of one type — you have full control over the look of your dashboard! Discover how you can customize your dashboard from this help article.

Are more widgets coming?

Yes, we are actively working on adding more widgets, along with a separate reporting tab.