Client portal
An easy-to-use white-label client portal that your customers will enjoy using. Available as a desktop and mobile app, it provides an easy way to stay in touch with your firm, submit the needed documents, pay for your services, e-sign files and much more. This multilingual tool even enables you to serve non-English speaking clients around the world.
Unlimited e-signatures and KBA
Unlimited secure and legally binding e-signatures for your customers, typed or hand-drawn. Intuitive interface, detailed tooltips, auto-reminders – everything to ensure e-signing is effortless for multiple clients
Secure document management
Security is paramount when handling financial data, so TaxDome comes with enterprise-grade security measures and 2FA to safeguard your client data. An integrated document management system combines CRM, a client portal, and e-signature functionality to ensure safe document management.
Secure communication
TaxDome provides a clear and secure way to exchange sensitive documents with your clients and team – a built-in messenger fully integrated with your CRM and client portal. It comes with the ability to schedule messages, attach tasks, files and documents, and send automated reminders. Keep all work-related communications in one place without clutter.
Secure payments
Get paid seamlessly. Accept debit cards, credit cards and ACH directly within your portal. Integrated with Stripe, CPACharge, and QuickBooks Online. Reduce accounts receivable issues by locking documents behind bills to ensure payment.
Engagement letters & proposals
Automate your onboarding by sending your clients legally binding engagement letters directly within TaxDome. Your clients will receive your proposal with itemized services and will be able to sign up directly in their client app. Minimize repetitive admin work for you and your team!
Stay connected from anywhere, at any time
Get work done outside the office
Experience the power of seamless client and team communication on the go with TaxDome client and firm mobile apps. Stay connected and informed wherever you are.
Firm mobile app
Run your practice on the go with a robust mobile app for firm owners and employees: access CRM data, track your firm’s activities, message and email your clients and initiate calls with just one click. Smart push notifications will inform you when clients settle invoices, upload and sign documents and send messages. More
Client mobile app
Just-in-time assistance and interactive service experience in your client’s pocket. Clients can securely share and e-sign documents, complete to-do lists, pay with a click and submit forms. Every client portal functionality is included to bring mobility to your client’s work. More
Automation and flexibility
Automated workflows built for your firm's unique processes
Focus on delivering impeccable client service and increase billable hours by automating repetitive, low-value tasks. Automate your business operations: client onboarding, accounting, tax prep, bookkeeping and payroll workflows with predefined client and internal team actions. Try now
See TaxDome in action with a free demo
All communication channels in one place: chats, emails and SMS
Effective client engagement capabilities implemented into your TaxDome workflows. A record of all communications, with every client, in one shared workspace for your team. More
Unified communications
SMS, chats and emails in one channel for each client! TaxDome isn’t just a place for sending messages. The interactive features and intuitive interface promote transparency, flexibility and collaboration between you firm and clients. Get started
Inbox+ smart notifications
Inbox+ is the centralized news feed of activity for your firm, with client tasks, assignments and more. @Mention (tag) your staff and respond directly from the notification. Nothing will be left unattended as you go about your day. Get started
SMS Integration to maximize the response rate
Secure chats for efficient real-time interactions
Email sync to connect with team and clients in a shared place
Scheduler to allow clients to book appointments with you
Client communication, your way
Sending the right message at the right time through the right channel can put your firm miles ahead of others. Maintain a unique and personalized approach to clients — and this does not mean having to do more work with automated tools by TaxDome. Set up your client interactions based on your firm’s needs and never lose a client to lack of proactive communication.
Solo practitioners
Small and midsize firms
Big firms
Accountants
Bookkeepers
Tax preparers
Plan, track and execute any project in your practice
Create team alignment, know that status of every job, and ensure that nothing falls through the cracks
TaxDome Calendar
Get either a bird’s-eye view or an in-depth understanding of your firm’s processes by using a calendar views of all upcoming job and task deadlines. Plan and manage your team’s workload for the next day, week or month. More
Firm insights
A customizable dashboard allows you to prioritize the workload for your firm and manage your team effectively. It’s ideal for planning your own work, viewing all pending activity and identifying high-priority tasks and jobs. More
Comprehensive reporting
Generate custom reports to detail your firm performance: revenue, cash flow by services, payments by client account, invoices by status, or total time worked by team. You can print and export essential data to CSV. More
Amplify your brand
Put your brand front and center, on web and mobile
Provide a consistent and personalized client experience under your brand — on any device. Fully custom-brand your portal, including the URL for your own domain, and the system emails your clients get. Build your own website and let TaxDome host it for you for free! Our specialists can transfer your existing website to TaxDome at no extra cost.
Keep everything in one place
Bring your tech stack together
Integrate TaxDome with your favorite tools to experience an all-in-one solution—eliminate the need to switch between multiple apps to accomplish tasks. Join more than 10,000 firms that have already automated their practices.
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IRS transcripts
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Tax & bookkeeping programs
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Email integration
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Payment processors
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QuickBooks Online
Implementation and Training "We have you covered"
Personalized support and assistance to ensure your firm’s success, as an add-on service. Learning 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
- Premium support
- Free group onboarding
- Paid advanced team training
