Team collaboration and workload visibility in one shared space

Gain valuable insights into your team’s productivity to make data-driven decisions and evaluate performance. Track productivity, analyze workload distribution and performance for optimizing your team’s overall effectiveness.

Tailor employee access rights and define the tasks that your team members can perform based on their responsibilities.

Use TaxDome’s Wiki pages to create and store standard operating procedures (SOPs) for your team. SOPs can be per client, per service or any other process within your firm. Utilizing workflow, automatically include them in jobs for easy access.

As your practice grows, you don’t have to check the progress of every job manually. You can use a customizable Insights dashboard to review team performance, collect data on critical output and efficiency metrics, and stay updated on pending client activities.

Using @Mentions is a hassle-free way to work together with your colleagues on projects, ask them specific questions on the spot, or start discussions without assigning specific tasks to them. Mention your team members in chat threads, tasks, job cards and account notes when you need their expertise.

Stay in the loop with TaxDome’s Inbox+ notification center – and customize the notifications you want to receive. It keeps you and your team members updated on all emails, messages, tasks, and activity related to any job or client.

TaxDome’s Chats feature enables your team to communicate securely and in real time with your clients. You can use it to schedule appointments, request missing information, set reminders, share files, assign tasks to clients and more.

Soon: internal team communications within the unified communication feed with emails, chats and SMS

TaxDome provides a secure integrated email feature. Sync your email account with TaxDome to keep all your business in one place and improve your communication with clients. Send emails in bulk, attach documents and assign tasks to your team members directly from emails.

Store, share documents, obtain client approval and request e-signatures with KBA or QES (coming soon). Use our built-in PDF editor to collaborate on files with team members or draw a client’s attention to a particular section of a document. Keep track of document activity with an audit trail, showing who worked on which documents and when.