Great visibility into pending contracts & organizers.
CPA
The OCD in me is happy. It also makes me feel I can better utilize the calendar and tasks.
Enrolled agent, Owner, JCW Tax & Accounting, LLC
I really enjoyed the new customization, and it helped me to clean up some items for accounts that have been archived.
CPA
Make the dashboard your own
Customizable to meet your needs
Customize your dashboard based on your role and goals
Team collaboration features
With TaxDome’s collaboration tools, you can improve oversight, productivity and team management without the hassle of toggling between different platforms.
Insights
Use your personalized dashboard to review team performance
Wiki pages
Create SOPs and cheat sheets to facilitate team onboarding
@Mentions
Mention colleagues inside tasks and chat threads to ask questions on the spot
Notes
Use notes to create internal memos about specific accounts
Notifications
Receive notifications and respond to them directly from your Inbox+
Audit trail
Have access to documentation for who worked on what documents and when
Emails
Sync your email providers to use your email directly within TaxDome
Tasks
Create a task or follow up from any email
Client stories: boosting teamwork with TaxDome
Find out how our clients enhanced team collaboration and improved overall performance by incorporating TaxDome into their practices.
Athene Group experience: Managing a team of 100+ staff across 10 offices with TaxDome
Before TaxDome we used one system for handling sensitive documents, one system for sharing documents, one system for task management… Packing that into a single system instead of 10 different ones is great.
The Carter Cook CPAs experience: Building a new-age accounting firm
I knew I could handle everything on my own, but as soon as you bring in other people, lack of organization doesn’t fly. I needed a system where my team would know where each project was at.
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
