When admin work happens without your involvement
Send personalized, customized messages, contracts, invoices, organizers and more based upon client responses automatically. Magic.
For example, when your client signs a contract and pays their bill, you can send an automated email letting them know that you’ve started work on their return and to expect a draft in 2 weeks.
Eliminate busywork without losing the dependency you require. Customize which steps come after which (example: don’t create a task to e-file until the return is prepared, don’t create a task to prepare the return until a contract is signed, etc). With a growing practice, there’s no need to monitor their statuses and updates manually — TaxDome’s accounting workflow software does that for you.
Invest more time in revenue growth without being distracted by trivial tasks. TaxDome’s business process automation lets you create recurring jobs that happen automatically on schedule you want them to start.
No client, job, task or context missed, as they are all scheduled as you planned.