Live webinar: Proposals and Engagement Letters! Register here

5 hands-on workshops to set up and customize your CRM and workflow. Join the year-end bootcamp now!

Join live daily webinars to get up to speed on automations, invoicing and team collaboration.

Connect TaxDome to your favorite schedulers

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.

Connect TaxDome to your favorite schedulers

Simplified scheduling with your clients

Integrate scheduling into your client portal

Enable a ‘book appointment’ button directly in your client portal — both desktop and mobile on native iOS and Android applications.

Connect top scheduling tools

Sync your calendar with schedulers such as Calendly, Acuity, Schedulista or YouCanBookMe.

Excellent client experience

One portal, all things related to your firm. Documents, invoices, e-signatures, appointments and more.

Book from anywhere

Clients can book easily on desktop and mobile.

Customizable

If disabled, the button to book an appointment is hidden.

Connect top scheduling tools
Excellent client experience
Book from anywhere
Customizable

TaxDome is trusted by 10,000+ firms in 25+ countries

Jwake Mitrovic, President of Pinnacle Accounting, Inc.

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.

Like

Reply

12

9

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.

Like

Reply

12

7

Lynnorra P., Senior partner at an accounting firm

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.

Like

Reply

12

9

Integrate email, Quickbooks, tax software and more

Email integration

Connect Gmail, Outlook or other email programs. All emails will be automatically organized by client. More

Email integration

Tax & bookkeeping programs

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

Tax & bookkeeping programs

Quickbooks Online

All payments and invoices created through TaxDome will automatically sync with QuickBooks Online. More

Quickbooks Online

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
Implementation & team training included

Your concerns, answered

Frequently asked questions

What schedulers can I use in TaxDome?

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.

How can I connect my scheduler to TaxDome?

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.

How do you go about clients booking calls with my team members?

Easy – you can set up multiple event types within your scheduling program (Acuity, Calendly, Schedulista, or YouCanBookMe).

Frequently asked questions