For invoices, I do use TaxDome reminders if invoices are unpaid. I also integrated my QuickBooks, so it’s all automatically synced. Huge time saver! It’s really easy to categorize the payments. We are also using the function that allows you to lock documents to bills: I can lock documents to ensure I get paid!
The ability to sign and pay directly in the TaxDome client portal has been very well received by my clients.
We plan on adding licenses for our team members as we continue to integrate our processes and get our team on board fully. We are excited about the time tracker and invoices.
Showcase your value
Effective invoice proposals
Create and customize proposals that are built-into your practice management system and invoicing process. Seal the deals in half the time and effort: a client accepts the proposal, e-signs in and makes a payment — in just a few clicks, all on the same screen. Start every new working relationship with confidence and security.
Pay on the go
Provide a seamless mobile experience for your clients
TaxDome’s client mobile app provides a full-scale streamlined payment process for you and your clients. Push notifications pop up for clients once invoices are ready to be paid.
Earn more with an all-in-one approach to your payments
TaxDome helps you get paid without delays and having to chase your clients. Increase cash flow by leaving repetitive work behind. Stand out from the competition with branded invoices. Reduce manual reconciliation while ensuring that you get timely payment for your work. Generate custom reports to understand your revenue and firm performance.
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
