To serve 1000+ clients, you need to have a solid system in place. We have the option to tag accounts or jobs. And we can really see if this project comes from our existing or acquired business line, if it’s efficient, and separate things out that way.
CEO of Evolution Accounting & Consulting, LLC
I have all of my clients' emails synced so I don’t have to go through my personal mailbox to find all of their emails - it comes all into my inbox at TaxDome. I can check through them and I know that those are important because they are from paying clients, and it’s not going to get filtered out by somebody else that is just there asking, or spam emails that come through, or anything like that.
owner of Eiden Tax&Accounting
We keep all client communication in TaxDome. Instead of constantly sifting through hundreds of email threads in Gmail or Outlook, the team now has quick access to communications for the whole project.
Randy Joseph and Deva Hetrick,
People would email us or call us, ‘Hey, I am just checking on my return, can you let us know what the status is?’ We tried to stay ahead of the waves. TaxDome helped us with automatic emails with my videos: ‘Your taxes have been prepared but they are now in review. Stay tuned.’ It’s probably the best software I’ve ever used in my entire career.
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
- TaxDome community
- Premium support
- Free advanced team training