Create and manage SOPs with TaxDome wiki

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.

We take advantage of the pipelines. That is how we manage the status of all our jobs. I put on each of the jobs who’s assigned to the job, who is the lead person, the stage where the returns are in. You can move the statuses; you can change the settings. It’s a better way of managing the team.

…another upside as a firm owner is that I can see the correspondence from my team members to clients. Not only do I know what is happening with each job, but I also have a new appreciation for my team and how they communicate.