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TaxDome product updates
Since 2017, we’ve been building a platform accountants and their clients love to use. We are committed to continued innovation to meet the needs of the industry.
Upcoming features
Requests: get information from your clients quickly
Use Client requests to ask your clients for clarifying information and receive responses, fast.
Global communication: one inbox for all conversations
SMS, secure chats, email: centralize every customer conversation in one platform.
Capacity planning: allocate team work efficiently
Use Capacity planning to allocate work to your team, track their workloads, and prevent overbooking.
Currently in beta
TaxDome AI: keep client documents organized
Receive organized workpapers from your clients without lifting a finger with TaxDome AI. It will automatically add correct tags and rename documents properly.
Recent releases
Read our monthly release notes to discover features that are already available to tax, bookkeeping and full-service accounting firms worldwide.
August 2024 update
TaxDome AI, invoice customization, Google SSO, advanced bootcamp – discover our updates for August. With TaxDome AI, your team will receive organized documents with clear, descriptive file names and proper document tags.
July 2024 update
Discover redesigned workflow tables, increased bulk email limits, personalized client statuses, and more. Firm owners and admins can now increase daily email limits up to 10,000 to send emails in bulk instead of sending a few hundred daily.
June 2024 update
Revamped job sidebar, improved menu, polished interface, easier time tracking, new pipeline design page, and more. Initiate time tracking for jobs and tasks in just one click and get granular time-tracking capabilities. Track time on individual tasks as well as entire jobs.
Trusted by 10,000+ firms in 25+ countries
Reliable partner for tax, bookkeeping, and accounting firms globally
We are happy we can create our own white labeled, personal customer portal, with TaxDome. Customers can chat with us via mobile, or a laptop, anytime. Accountants can answer faster, easier, and have a better understanding of their customers. They also have better control over documents, while being GDPR-compliant.
Are B.H.
We needed an easy to use and deploy tool to manage client workstreams and implement an effective client portal. TaxDome is easy to use and configure. Our clients like what it brings to the table for them. It is a foundational tool for us to grow and expand the practice.
Chris B.
TaxDome has eliminated so many of my tracking spreadsheets and freed up so much time for me. The client portal is a serious upgrade from what I was using before as well.
Heidi C.
Everything I was looking for is included in TaxDome! At first I was hesitant about the cost, but once I realized all that was included and the money I won’t need to spend next year, and to have the website hosting included — that brings the costs to very reasonable!!
Jamie B.
I didn’t want to cobb five software tools together. TaxDome allowed me to have everything in one place.
Amanda K.
My clients love the mobile portal because it’s easy to use. They never log into TaxDome on the computer — they do everything on mobile.
Dane J.
TaxDome has saved our firm. There is no way we would have survived tax season without it.
Kristin G.
We don’t have to worry about having external drives for the data. We don’t have to worry about having a digital signature software provider. TaxDome just makes it easier to have everything in one single platform, to be able with one click to know if a client has signed the contract or signed the document, and then move that person to the next stages of the process.
Joseph S.
Your concerns answered
Frequently asked questions
How will I know when new features are released?
If you’re interested in a specific feature on our roadmap, click on it and join the waitlist – you’ll receive an update as soon as it’s released. We also publish monthly release notes and other product updates – check our blog.
How can I share my feedback or suggestions?
Our team would love to hear your thoughts! If you’d like to share your insights with our team, join the research panel!