CRM

Connect all data points to know your clients and use that knowledge to serve them better. No more searching for client information in emails, spreadsheets or Google docs. Simply one central hub to ensure exceptional client service.

Consolidate your firm’s leads and clients on a single dashboard. Configure your CRM hub with client-centric workflows, custom fields, unlimited contacts, tags, filters, bulk actions, easy implementation. Link contacts and accounts to build and track many-to-many relationships: define a role that a contact has to their account and any other account in your CRM.

Your single pane of glass for organizing and automating your accounting, payroll and bookkeeping processes: client communication, client intake process, creation of tasks and Jobs on preset schedule, billing, engagement letters, custom CRM templates and CRM input.

Free up time for your team to serve more clients and still give each client the red-carpet treatment. Automate new client onboarding from capturing a lead through your personalized login page to e-signing ready files.

TaxDome custom automated reminders keep clients on track without requiring manual follow-up by covering a variety of scenarios, such as reminding clients about pending organizers, contracts, invoices, chat messages, signatures, approvals, and file requests. Save hours of manual work while nurturing client engagement.

Connect your TaxDome to Stripe and CPACharge and seamlessly accept credit and debit cards, e-checks/ACH, and BACS and SEPA direct payments.

Create invoices in bulk or one by one. Invoice clients on a predefined schedule and allow them to pay anytime, anywhere from their client portal.

Track billable hours, monitor your team’s time and keep them focused on productivity. Create invoices from time entries with custom hourly rates. All you need for precise invoices and payroll in one integrated solution!

Automatically synchronize your invoices with QuickBooks Online and see all payments in TaxDome.