You asked, we delivered
Requested by the community
The PDF editor was released based on feedback from thousands of firms just like you. More about community
Centralized hub for firm & client documents
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.
PDF editor
Merge PDFs, highlight, make notes or send fillable PDF forms to your clients
Сloud storage
Store your practice documents securely, with no limits or additional costs
Desktop app
Upload documents from your computer directly to your client accounts
Virtual drive
Manage all documents, freeing up space on your computer
Folder templates
Apply templates with one click or through automations
Share with third parties
Securely share documents with third parties and provide expiring links
Unlimited e-signatures
E-signatures integrated with the client portal
Bank-level security
A secure home for your firm’s valuable documents
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
