Efficient document management
Securely store, share and manage your firm and client documents within your CRM. Sleek interface and easy navigation allow you to quickly find necessary documents and work with minimum time and maximum productivity.
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Seamless intra-firm collaboration
No silos, only coherent teamwork in one shared space. Keep your team focused and aligned with the firm’s goals to deliver quality services together. Connect what needs to get done, by whom and by when.
Keep the history of communication with a client in one place
@Mention (tag) team across TaxDome: jobs, tasks, chats and more
Apply flexible role and permission settings
Implement SOPs with Wiki Pages
Customise notifications based on individual preferences
Follow/unfollow client accounts to ‘watch’ over their activities
Centralise practice management with TaxDome integrations
Streamline your workflow across multiple platforms – connect to your favourite business tools and keep your data synchronised with other systems.
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Tax and bookkeeping programs
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Payment processors
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Email integration
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Schedulers
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Zapier
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Cloud hosting
Ultimate tool suite for increased productivity
TaxDome gives you powerful tools to plan, execute and track projects of any size with lower operational costs and boosted quality output.
Calendar. Get your projects and deadlines under control.
Firm Insights. Manage your team’s workload and stay on top of the client activity.
Custom reporting. Gain clarity and drive growth with detailed reports.
Kanban and list view. Add clarity to your workflow and quickly identify bottlenecks.
Top-notch client service
Implementation & team training included
Personalised support and assistance to ensure your firm’s success. Learning a new software can be intimidating, which is why our team will create a customised 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