One portal, all touchpoints of your firm
Within the context of a job, your firm may want clients to complete an intake form, upload, approve or e-sign documents and engagement letters, communicate securely, and most importantly, make payment. You could send your client to 5 different apps with 5 different logins, or, they could do it all in your custom-branded, white-labeled TaxDome portal.
All communication in one unified workspace
Bring all channels of communication in one modern TaxDome workspace. Eliminate insecure email boxes and let your team and clients communicate from one centralized environment. On mobile or desktop, your team is just one click away.
Top-notch client service
Implementation & team training included
Personalized support and assistance to ensure your firm’s success. Learning a 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
- TaxDome community
- Premium support
- Free advanced team training