Leading practice management solution for solo practitioners

TaxDome is an all-in-one solution for running your tax, bookkeeping and accounting practice. It is a platform that allows you to automate many aspects of your practice – such as payroll, e-signatures, signing contracts, document management, time tracking and billing, and so much more. You can also manage your firm remotely and focus on growing your business.

TaxDome lets you lock tax returns behind invoices, which means that your clients will only gain access to their tax returns once they have paid the invoice. You can also automate your workflow so that bulk reminders are sent to your clients, or add conditional logic so that managing the document flow becomes easy.

Yes! We’re proud that we have multiple resources and ways to help you start using TaxDome hassle-free. If you’re just starting your trial, this is what will guide you through the process:

• Check out our course Getting started with TaxDome which walks you through the various parts of the platform. You will see best practices and get ideas for what you can implement in your firm.
  Look at TaxDome Academy for workflow-specific courses, such as bookkeeping or payroll to dig deeper into  setting up TaxDome for your job.
• Look at TaxDome Academy for workflow-specific courses, such as bookkeeping or payroll to dig deeper into  setting up TaxDome for your job.

Also, our team is here to help! If you haven’t yet attended a demo, make sure to do so — and schedule your free 1:1 with our team anytime through your portal.

No! TaxDome offers unlimited, secure cloud-based data storage at no extra cost. We also offer a ton of options for you and your clients to drag and drop, scan, and edit your documents and folders.

You can integrate TaxDome with any tax program you prefer: TaxAct, Drake, UltraTax, Lacerte, CCH, TaxWise, ProSeries, etc. TaxDome becomes a printer on your computer or mobile device so that you can print ready returns directly to TaxDome.

TaxDome enables you to conveniently import your client data into the system — by uploading a CSV file, for example. 

Also, we can totally help you! If your CSV file ends up with multiple contacts per row and you don’t know how to fix it, let us know. Our support team is happy to help, see how you can get assistance.