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Automate your practice by connecting cloud accounting platforms, sales and marketing tools to TaxDome via Zapier.
Let your clients book appointments with your team directly from their client portal. Connect TaxDome with your scheduler and see a new contact in TaxDome immediately. Get started
Organize new or updated firm contacts from TaxDome into folders on cloud storage apps, such as Google Drive. Add new contacts from Sheets to TaxDome and vice versa.
A new contact is automatically created in TaxDome when you get a call in VoIP systems. Voicemails and call recordings can also be used as triggers for actions.
Modify or update email subscribers as changes occur in your TaxDome account. Unsubscribe deleted accounts in TaxDome from emails, and more.
Once we found TaxDome and moved our client success processes from Trello, Clickup, Excel and other management software, we were able to handle significantly more clients with this time.
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I love that everything for managing clients, file sharing, gathering and requesting documents and the smart email inbox, is all in one place. I have been using a number of solutions that don’t integrate thoroughly to achieve these things and finally I can have all these features in one place at a fair price.
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We only need to log into two programs instead of five or six. TaxDome keeps our practice organized so nothing is missed, and everything is one platform: billing, tax docs, communication with clients, and soon an appointment calendar. And they are constantly improving the software.
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With Zapier, you can connect TaxDome to 2,000+ applications to keep your data in sync. Connect Google Sheets, Schedulers, ActiveCampaign and others. Join more than 10,000 firms that utilize TaxDome to manage their practice
TaxDome has an official integration with the IRS, enabling users to request transcripts directly from TaxDome. Get started
Connect Gmail, Outlook, Office 365 or other email programs. All emails will be automatically organized by client. Get started
TaxDome works with all tax and bookkeeping programs. Upload to TaxDome in one click from any tax program on desktop. Get started
All payments and invoices created through TaxDome will automatically sync with QuickBooks Online. Additionally, TaxDome sends details on payment status, transaction date and services included in the invoice.
Personalized support and assistance to ensure your firm’s success, as an add-on service. Learning 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:
Zapier is an automation tool that facilitates connections between various web services, enabling data exchange, even without native integrations. With Zapier, you set a trigger that kicks off your workflow in one app, and choose the action that happens on the other app whenever the trigger occurs.
Zapier supports integration with thousands of apps, including popular ones like Gmail, Google Calendar, Dropbox, WordPress, Mailchimp and TaxDome!
Zapier allows two applications that don’t have a native integration to actually communicate via ‘triggers’. TaxDome supports Zapier, and if your application does, then they can work together. You can check whether Zapier supports your app by searching for it on the website and check what triggers it has.
1. In the Settings, select the Integrations tab and click the Connect button under Zapier subtab.
2. Log in to your Zapier account and accept the invitation to use the TaxDome app on Zapier.
3. You’re ready to amplify your workflows with Zapier!
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