TaxDome product updates

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.

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.

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.

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!!

I didn’t want to cobb five software tools together. TaxDome allowed me to have everything in one place.

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.

TaxDome has saved our firm. There is no way we would have survived tax season without it.         

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.