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 in one platform: billing, tax docs, communication with clients, and soon an appointment calendar. And they are constantly improving the software.
Enrolled agent
I love that this app has the request feature that I can use for general communication with a client throughout tax season. Also the email as tasks feature! I don’t have to search through my emails to find client stuff anymore — it makes my work life so much more streamlined.
Enrolled agent
I love that everything for managing clients, file sharing, gathering and requesting documents, and the smart email inbox is all in one place. I have been using a number of solutions that don’t integrate thoroughly to achieve these things, and finally I can have all these features in one place at a fair price.
Enrolled agent
The client portal, workflows, email integration, billing, and all the automated tasks have helped me get organized for this tax season. My clients are already telling me how nice the client portal looks. It also integrates well with Drake software. The staff has been incredibly responsive as well!
Enrolled agent
Connect TaxDome with the apps you love
Integrate with payment providers, tax programs, schedulers and other apps to create a seamless flow of data
Tax & bookkeeping programs
Your clients can review & and sign documents on your white-labeled client portal—from desktop or mobile devices. Get started
Email sync
Boost productivity and foster team collaboration by allowing your team to work in a single mailbox with a shared overview of all email threads. Never miss a beat: instantly create tasks from emails and keep a record of all emails from any member of your staff. Get started
QuickBooks Online
All payments and invoices created through TaxDome will automatically sync with QuickBooks Online.
When you connect QuickBooks Online with TaxDome, you’ll be able to access payment details from your QuickBooks account. These details include the transaction date, the payment status, and information on services included in the invoice. Get started
Payment providers
Reduce clicks & logins to remember for your clients. Your clients can pay invoices in the same portal where they upload and sign docs, exchange secure messages and more.
TaxDome helps you protect your hard work with the ability to lock documents to bills. Your clients will not be able to download or print documents until payment is settled. Get started
Connect to thousands of apps
Zapier
Connect TaxDome to 2000+ apps such as cloud accounting solutions, sales and marketing tools and more with Zapier. Automate your practice:
Add prospects to TaxDome when they book a call with you, sync data between spreadsheets, or even update your mailing list without lifting a finger.
Implementation and Training "We have you covered"
Personalized support and assistance to ensure your firm’s success, as an add-on service. Learning 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
- Premium support
- Free group onboarding
- Paid advanced team training
