Revenue operations

Forge client relationships with proposals and engagement letters

Start your relationships with clients on the right foot. Introduce your firm, offer your services and set your firm apart with visual storytelling and introductory videos. Collect deposits and ensure you are paid for your hard work at the outset.

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Get paid faster and streamline revenue operations

Eliminate accounts receivable

Streamline billing with automatic invoice generation and online payment collection. Collect payment upfront.

Present services professionally

Set your firm apart from the competition. Add images and video to showcase your services and attract clients.

Increase profitability

Boost income by offering packages. Tailor your services to meet the unique needs of your clients, and set yourself apart in the market.

Get paid faster

Set clear expectations and get paid instantly with proposals and ELs

Outline the terms of the relationship between your firm and client so that all parties agree on deliverables, deadlines and obligations.

Describe the services and fees and add discounts — use the same templates you use for invoices to fill in details automatically.

Proposals and ELs in TaxDome can include several steps, and you can customize what each step looks like.

Send automated proposals or ELs to multiple clients in bulk, personalize them with shortcodes, attach a customizable message, and more.

Earn more with an all-in-one approach to your payments

TaxDome ensures you get paid on time without chasing clients. Automate tasks, stand out with branded invoices, and simplify reconciliation. Gain insights into your revenue and performance with custom reports.

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Automatic emails

Send automatic emails in bulk, apply ready-made templates.

Chat and tasks

Use a built-in chat to communicate with clients and send them tasks, sync email.

Organizers (forms)

Let clients fill out tax forms with organizers; autofill with data from previous organizers.

Client mobile app

Let your clients access their TaxDome portal anytime, anywhere.

Our clients' 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."

Our clients' experience speaks for itself

"I love that billing, client portal, document sharing, and communications between the firm and the client is so seamless!"

Our clients' experience speaks for itself

"We needed an easy-to-use and deploy tool to manage client workstreams and implement an effective client portal. TaxDome is easy to use and configure."

Winner Comprehensive Firm Workflow Solution

Frequently asked questions

How can I customize my proposals and ELs?

You can customize your proposals and ELs in many ways:

– Change formatting, add media

– Add details, such as descriptions, deliverables and discounts

– Choose payment methods

Can I include the logo of my firm in TaxDome to show on my engagement letters?

Yes, you can add an image of your logo to the engagement letter. We strongly recommend using multimedia such as logos and videos to promote your firm’s brand.

Can I combine a proposal and an engagement letter?

Sure!

Can I send proposals and ELs automatically?

Yes! You can link proposals and ELs to jobs inside TaxDome workflows and set up the conditions to send documents automatically.

You can also send proposals to multiple clients in bulk.

Can I request payments right within the proposal?

Yes, your clients can view, sign, make payments and accept the proposal within one click.

Can proposals and ELs be for any type of business — e.g. bookkeeping, accounting, advisory?

Yes, that’s correct! proposals and ELs are fully customizable and flexible. You can tailor them to suit your business’s needs.

Will you provide templates for proposals?

Yes! On TaxDome Marketplace, which is like the App Store but for TaxDome templates, you will be able to find proposal templates provided by TaxDome, our partners and creators.

See TaxDome in action with a free demo

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