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Connect TaxDome to your favourite schedulers
Let clients book appointments with your team directly through their client portal. Once you connect TaxDome to your favourite scheduler, you’ll have comprehensive practice management at your fingertips.
Simplified scheduling with your clients
Integrate scheduling into your client portal
Enable a ‘book appointment’ button directly in your client portal — both desktop and mobile on native iOS and Android applications.
Connect top scheduling tools
Sync your calendar with schedulers such as Calendly, Acuity, Schedulista or YouCanBookMe.
Excellent client experience
One portal, all things related to your firm. Documents, invoices, e-signatures, appointments and more.
Book from anywhere
Clients can book easily on desktop and mobile.
Customisable
If disabled, the button to book an appointment is hidden.
TaxDome is trusted by 10,000+ firms in 25+ countries
Jwake Mitrovic, President of Pinnacle Accounting, Inc.
All employees are working remotely and 99.5% of clients use the tool to work with us. We are getting compliments from our clients all the time and our business can be scaled thanks to TaxDome.
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Our favourite feature of TaxDome has been the all-in-one portal for our staff and clients. We use it to track all tasks for our employees, and as a document portal/messaging centre for our clients. We’ve gotten great feedback from our clients since they can access tax returns, upload documents, message our team, and pay invoices in one place.
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Lynnorra P., Senior partner at an accounting firm
I love that billing, client portal, document sharing, and communication between the firm and the client is so seamless! I use this to manage my practice and scale services in one place.
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Integrate email, Quickbooks, tax software and more
Email integration
Connect Gmail, Outlook or other email programs. All emails will be automatically organised by client. More
Tax & bookkeeping programs
TaxDome works with all tax and bookkeeping programs. Upload to TaxDome in one click from any tax program on desktop or remote desktop environments. More
Quickbooks Online
All payments and invoices created through TaxDome will automatically sync with QuickBooks Online. More
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
Your concerns, answered
Frequently asked questions
What schedulers can I use in TaxDome?
You can integrate TaxDome with Acuity, Calendly, Schedulista or YouCanBookMe and your clients will be able to book a call with you right from the portal.
How can I connect my scheduler to TaxDome?
Firm owners and admins can connect a scheduler. First, create an account with the scheduler you want. Then, in your TaxDome portal, go to Settings > Integrations, and select your scheduling service. See more details.
How do you go about clients booking calls with my team members?
Easy – you can set up multiple event types within your scheduling program (Acuity, Calendly, Schedulista, or YouCanBookMe).