The workflow automation in TaxDome has allowed us to create repeatable processes that are not dependent on an individual - this is critical in allowing us to grow.
CPA, co-founder of Brooklyn FI
Feedback that I've received from people who have never worked with a practitioner before was “Wow!” Constant informing them of where things were moving along made me feel really secure. TaxDome takes a lot of guesswork out of my workflow.
Enrolled Agent from Tax Savvy Jessica
I saw TaxDome can automate client onboarding — it’s huge for converting clients when they come to my site from ads. Everything automatically moves within the workflow — I don’t have to manually transition each client.
Owner of Total Tax Services
Get all your deadlines under control
Bring transparency to your workflow. Navigate projects and processes with ease. Plan and manage the strategic side of work down to everyday tasks. Each client, job and task will be attended to.
Online work Calendar
Never miss a deadline with the customizable TaxDome Calendar: visualize your work in a handy timeline format. Adjust it to your firm’s workflow and define how work gets done. Easily prioritize and reassign your team’s workload for the next day, week or month.
Kanban and list view
Kanban and list view of your Jobs gives you a bird’s-eye view of your team’s tasks, statuses, priorities and deadlines. Manage and create workflows, quickly identify problematic stages and eliminate bottlenecks. Apply quick filters and find essential information faster.
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
