For invoices, I do use TaxDome reminders if invoices are unpaid. I also integrated my QuickBooks, so it’s all automatically synced. Huge time saver! It’s really easy to categorise the payments. We are also using the function that allows you to lock documents to bills: I can lock documents to ensure I get paid!
The ability to sign and pay directly in the TaxDome client portal has been very well received by my clients.
We plan on adding licenses for our team members as we continue to integrate our processes and get our team on board fully. We are excited about the time tracker and invoices.
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