Efficient document management
Securely store, share and manage your firm and client documents within your CRM. Sleek interface and easy navigation allow you to quickly find necessary documents and work with minimum time and maximum productivity. More
Seamless intra-firm collaboration
No silos, only coherent teamwork in one shared space. Keep your team focused and aligned with the firm’s goals to deliver quality services together. Connect what needs to get done, by whom and by when. More
Keep the history of communication with a client in one place
@Mention (tag) team across TaxDome: jobs, tasks, chats and more
Apply flexible role and permission settings
Implement SOPs with Wiki Pages
Customize notifications based on individual preferences
Follow/unfollow client accounts to ‘watch’ over their activities
Integrations
Centralize practice management with TaxDome integrations
Streamline your workflow across multiple platforms – connect to your favorite business tools and keep your data synchronized with other systems.
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IRS transcripts
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Tax and bookkeeping programs
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Payment processors
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Email sync
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Schedulers
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Zapier
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Cloud hosting
Ultimate tool suite for increased productivity
TaxDome gives you powerful tools to plan, execute and track projects of any size with lower operational costs and boosted quality output.
Calendar. Get your projects and deadlines under control
Firm Insights. Manage your team’s workload and stay on top of the client activity
Custom reporting. Gain clarity and drive growth with detailed reports
Kanban and list view. Add clarity to your workflow and quickly identify bottlenecks
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
- Webinars
- TaxDome community
- Screen-sharing
- Premium support
- Free advanced team training