Stay connected from anywhere, at any time
Get work done outside the office
Experience the power of seamless client and team communication on the go with TaxDome client and firm mobile apps. Stay connected and informed wherever you are.
Firm mobile app
Run your practice on the go with a robust mobile app for firm owners and employees: access CRM data, track your firm’s activities, message and email your clients and initiate calls with just one click. Smart push notifications will inform you when clients settle invoices, upload and sign documents and send messages.
Client mobile app
Just-in-time assistance and interactive service experience in your client’s pocket. Clients can securely share and e-sign documents, complete to-do lists, pay with a click and submit forms. Every client portal functionality is included to bring mobility to your client’s work.
Implementation and Training "We have you covered"
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:
- The knowledge base
- TaxDome Academy
- Webinars
- TaxDome community
- Premium support
- Free group onboarding
- Paid advanced team training
