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Let clients book appointments with your team directly through their client portal. Once you connect TaxDome to your favorite scheduler, you’ll have comprehensive practice management at your fingertips.
Enable a ‘book appointment’ button directly in your client portal — both desktop and mobile on native iOS and Android applications.
Sync your calendar with schedulers such as Calendly, Acuity, Schedulista or YouCanBookMe.
One portal, all things related to your firm. Documents, invoices, e-signatures, appointments and more.
Clients can book easily on desktop and mobile.
If disabled, the button to book an appointment is hidden.
All employees are working remotely and 99.5% of clients use the tool to work with us. We are getting compliments from our clients all the time and our business can be scaled thanks to TaxDome.
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Our favorite feature of TaxDome has been the all-in-one portal for our staff and clients. We use it to track all tasks for our employees, and as a document portal/messaging center for our clients. We’ve gotten great feedback from our clients since they can access tax returns, upload documents, message our team, and pay invoices in one place.
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I love that billing, client portal, document sharing, and communication between the firm and the client is so seamless! I use this to manage my practice and scale services in one place.
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Connect Gmail, Outlook or other email programs. All emails will be automatically organized by client. More
TaxDome works with all tax and bookkeeping programs. Upload to TaxDome in one click from any tax program on desktop or remote desktop environments. More
All payments and invoices created through TaxDome will automatically sync with QuickBooks Online. More
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:
You can integrate TaxDome with Acuity, Calendly, Schedulista or YouCanBookMe and your clients will be able to book a call with you right from the portal.
Firm owners and admins can connect a scheduler. First, create an account with the scheduler you want. Then, in your TaxDome portal, go to Settings > Integrations, and select your scheduling service. See more details.
Easy – you can set up multiple event types within your scheduling program (Acuity, Calendly, Schedulista, or YouCanBookMe).
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