Firm management

Team collaboration and workload visibility in one shared space

Get a pulse on your team’s workload – whether you have a team of 5 or 500. TaxDome makes it easy to ensure that everyone stays focused and aligned with the firm’s goals. Easily collaborate, communicate and rebalance work when needed to deliver quality services together.

Request demo

Bring your team together with a shared workspace

Organise internal processes and boost team performance

Gain valuable insights into your team’s productivity to make data-driven decisions and evaluate performance.

Tailor employee access rights and define the tasks that your team members can perform based on their responsibilities.

Use TaxDome’s Wiki pages to create and store standard operating procedures (SOPs) for your team. SOPs can be per client, per service or any other process within your firm.

Use a customisable Insights dashboard to review team performance, collect data on critical output and efficiency metrics, and stay updated on pending client activities.

4.7/5 across 7,600+ reviews

The fastest growing practice management platform on the planet

See how customers are raving about us on places like G2 and Capterra.

A.L.

Amy Barry-Loesch,
CPA at PNW tax Solutions

“Our favorite 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 center 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.”

J.M.

Jake 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.”

L.P.

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.”

S.H.

Sydney H. Highley,
CPA

“We take advantage of the pipelines. That is how we manage the status of all our jobs. I put on each of the jobs who’s assigned to the job, who is the lead person, the stage where the returns are in. You can move the statuses; you can change the settings. It’s a better way of managing the team.”

Winner Comprehensive Firm Workflow Solution

All communication channels in one place

Foster seamless inter-firm collaboration

Easily @mention your colleagues for a prompt response – ask specific questions on the spot, start discussions without assigning specific tasks to them, and more.

Stay in the loop with TaxDome’s Inbox+ notification center – and customise the notifications you want to receive.

Enable your team to communicate securely and in real time with your clients via chats. You can use it to schedule appointments, request missing information, and more.

Sync your email account with TaxDome to keep all your business in one place and improve your communication with clients.

Store, share documents and obtain client approval and request unlimited E-signature. Use our built-in PDF editor to collaborate on files with team members.

Supercharge your teamwork with automations

Focus on delivering flawless client service and increase billable hours by automating repetitive, low-value tasks.

Request demo

2.5M+

Total automations, 2024

1.5M+

Emails and secure chat automations sent

300k+

Proposals and engagement letters signed

400k+

Documents e-signed

Success stories

Read other success stories

Navigate projects and processes with ease

Get all your deadlines under control

Online work calendar

Never miss a deadline with the customisable TaxDome Calendar: visualise your work in a handy timeline format.

Kanban and list view

Kanban and list view of your Jobs gives you a bird’s-eye view of your team’s tasks, statuses, priorities and deadlines.

Access TaxDome from anywhere, any time

Client mobile app

Provide your clients access to your firm from any location with our iOS and Android apps.

Top 100 in App Store

1 million+ downloads

Firm mobile app

Stay connected and informed on-the-go with our firm mobile app, allowing your team to manage operations from anywhere.

5.0 in App Store and Google Play

Frequently asked questions

Can I add my employees to my TaxDome account?

Sure! As a firm owner, you can add your team members to TaxDome. You can assign them specific clients to work with and determine the access rights they need to have.

Can a staff member log in and view all of their pending tasks for all clients in one spot?

Yes, they will have access to TaxDome’s notification center, Inbox+, which consolidates all tasks, client emails, and messages in a single place.

Is there a way to add internal security for team members?

Yes, you can set access rights for your employees, and expand or limit what each team member can view and access.

How can my staff members communicate with each other regarding clients before responding to them? Do you have a feature for internal communications similar to Slack or Teams?

Certainly! Within your TaxDome account, you can leave notes in jobs, tasks and client notes. You can also directly @mention your team members in chat threads, tasks, job cards and account notes to seek the expertise of your team members.

Can I assign tasks to specific team members?

Definitely. All tasks can be assigned to one or several team members—or none at all. More about task creation.

See TaxDome in action with a free demo

If the form doesn’t load, please call us at +44-330-808-1297 or email [email protected] — we’ll help you schedule a meeting.