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Product overview

Manage teams, clients, workflows — everything a tax, bookkeeping or accounting practice needs to work effectively. Improve productivity and reduce costs with automation, get paid on time with recurring invoices, collaborate with clients and teammates.

Product overview

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.

Efficiency

Your customers can do everything through the portal, from uploading the docs to e-signing. You can run a 100% remote practice while providing an excellent customer experience.

Security

All your firm and customer data is securely stored in unlimited cloud storage, protected with two-factor authentication, while easily accessible whenever and wherever you need it.

Client portal

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

KBA

Knowledge-based authentication that is fully compliant with IRS requirements, as low as $1 per signature. Our KBA option for valid e-signatures is available for all firms worldwide.

Unlimited e-signatures

Hand-written or typed e-signatures for one or many signers, all in one app. Reduce app overload for your clients by providing a simple way to manage their documents within one client portal.

Unlimited e-signatures and KBA

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.

Unlimited cloud storage

Securely store all the documents related to your practice in the cloud at no extra cost.

Create and merge PDFs

Create and merge PDFs, highlight needed areas, rotate and send fillable PDF forms to clients.

Secure 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.

Email sync

Sync with your email to automatically upload all your communication with your clients to a secure area.

Shared mailbox

Each client profile automatically includes all emails with your team. You can seamlessly manage thousands of emails.

Secure communication

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.

Data Retention

The data is stored in Amazon AWS and is backed up daily. The physical location of your data is determined by your firm’s location.

PCI DSS Security

Credit card details are never stored by TaxDome. Credit cards are transmitted directly to our payment providers over SSL connections.

Secure payments

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!

Questionnaires

The best organizers are those your clients will complete. The entire experience of the organizer is tailored to the benefit of the client: all answers auto-save and the form is accessible from any device.

Pre-filled documents

Reduce the repetitive overhead work by providing customers with documents pre-filled with data submitted earlier. This way, they can only edit the details that need updating.

Contracts, engagement
letters & proposals

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

Firm mobile app

The mobile app for firm owners and employees allows you to stay on top of matters from anywhere. All your contact and account data is at your fingertips. Track your firm activity through timely notifications: paid invoices, uploaded and signed documents and more. Securely message, call and email clients with one click. More

Client mobile app

Client mobile app

With the native iOS and Android apps, enable your clients to interact with your firm from any location. Using their phones, clients can scan, upload, e-sign and approve documents, complete organizers, securely pay invoices and send you messages from the client portal or the mobile app. 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

2.5+ million

Total automations
sent in 2023

1.5+ million

Email and secure chat automations sent

200,000+

Proposals sent
automatically

200,000+

Invoices generated automatically

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

Communication channel

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+

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.

Firm size 

Solo practitioners

Solo practitioners

Small and midsize firms

Small and midsize firms

Big firms

Big firms

 Practice type

Accountants

Accountants

Bookkeepers

Bookkeepers

Tax preparers

Tax preparers

Centralized hub

Document management

Connect the entire lifecycle of your internal documents and client-facing documents with client and team activities and seamlessly manage your practice with minimum clicks and maximum productivity. Securely store, share and work with all documents across your firm or within a specific client account, find the necessary document in a split second and filter files based on your preferences. Get started

  • Unlimited e-signatures
  • Unlimited cloud-based storage
  • Native PDF editor
  • File permissions
  • Lock documents to invoices
  • Print to TaxDome from any software
  • Advanced security standards

Centralized hub

Document management

Connect the entire lifecycle of your internal documents and client-facing documents with client and team activities and seamlessly manage your practice with minimum clicks and maximum productivity. Securely store, share and work with all documents across your firm or within a specific client account, find the necessary document in a split second and filter files based on your preferences. Get started

  • Unlimited e-signatures
  • Unlimited cloud-based storage
  • Native PDF editor
  • File permissions
  • Lock documents to invoices
  • Print to TaxDome from any software
  • Advanced security standards
Desktop

Centralized hub

Document management

Connect the entire lifecycle of your internal documents and client-facing documents with client and team activities and seamlessly manage your practice with minimum clicks and maximum productivity. Securely store, share and work with all documents across your firm or within a specific client account, find the necessary document in a split second and filter files based on your preferences. Get started

  • Unlimited e-signatures
  • Unlimited cloud-based storage
  • Native PDF editor
  • File permissions
  • Lock documents to invoices
  • Print to TaxDome from any software
  • Advanced security standards

Centralized hub

Document management

Connect the entire lifecycle of your internal documents and client-facing documents with client and team activities and seamlessly manage your practice with minimum clicks and maximum productivity. Securely store, share and work with all documents across your firm or within a specific client account, find the necessary document in a split second and filter files based on your preferences. Get started

  • Unlimited e-signatures
  • Unlimited cloud-based storage
  • Native PDF editor
  • File permissions
  • Lock documents to invoices
  • Print to TaxDome from any software
  • Advanced security standards
Folder

Centralized hub

Document management

Connect the entire lifecycle of your internal documents and client-facing documents with client and team activities and seamlessly manage your practice with minimum clicks and maximum productivity. Securely store, share and work with all documents across your firm or within a specific client account, find the necessary document in a split second and filter files based on your preferences. Get started

  • Unlimited e-signatures
  • Unlimited cloud-based storage
  • Native PDF editor
  • File permissions
  • Lock documents to invoices
  • Print to TaxDome from any software
  • Advanced security standards
Sharing

Control your cash flow

Time tracking & billing in one integrated solution

Your time-money management, smart and simple. Take the manual labor out of invoicing, ensure accuracy and get time on your side. Billing operations and tracking of billable hours are part of your practice management system and client portal to get paid faster. Get started

Keep your firm’s revenue flowing with effective proposals

Incorporate time-tracking and outline services in your invoices. Make it easy for your clients to authorize payments.

Secure online payment processing

Integrate with Stripe and CPACharge and accept credit and debit cards (including through Google Pay on your Android device), BACS, SEPA and ACH/e-check payments. Offer your clients flexibility with different payment options within the portal.

Recurring and one-time invoicing, automatic reminders

Charge clients on a set schedule and automatically remind them to settle invoices. Send one-time or recurring custom-branded professional invoices, add a client-facing list of services and products, discounts and more.

Lock documents to invoices

Reduce receivables and ensure that you get paid on time, every time. Clients can view and download their files once the invoice has been paid. Free up the time you need to invest in your business.

Employee time tracking software + custom employee rates

Streamline tracking billable hours with built-in, user-friendly time entries by TaxDome. Track time per client, link time entries to Jobs and review employee performance with online timesheets. Measure and manage workload across teams and simplify your payroll. Create detailed invoices from time entries based on the custom rate per employee per service.

Firm's revenue
Secure online payments
Recurring invoicing
Invoice
Time tracking

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

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

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

Reporting

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

Team collaboration and management

Build, train and manage your team efficiently using TaxDome’s collaborative capabilities in one shared workspace. Granular notification preferences and the option to follow/unfollow accounts allow you to control how many or how few notifications you receive. Get started

@Mention teammates

@mention your staff in chats, Jobs, notes, tasks and direct their attention where needed.

Wiki Pages

Create standard operating procedures (SOPs), share memos, provide client-facing instructions.

Email sync

Sync any email provider with TaxDome to get a shared inbox for you, team and clients.

Access settings

Assign roles and permissions to your team and clients and keep the information flow organized.

Team collaboration and management

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.

Amplify your brand

Industry leader trusted by 6,200+ firms

TaxDome has 6,200+ reviews on Capterra, G2 and GetApp with an average score of 4.7/5.

Capterra/Best Value
Happiest Users
Quality Choice
Trusted Vendor
GetApp/Leaders
Leader 2024
High Performer
Leader/spring 2024
Leader/Small business/spring 2024
Momentum Leader/spring 2024
Users Love Us

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.

  1. IRS transcripts

  2. Tax & bookkeeping programs

  3. Email integration

  4. Payment processors

  5. QuickBooks Online

Tools

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
Top-notch client service
Looking to boost your firm's profitability and efficiency?

Looking to boost your firm's profitability and efficiency?

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