What clients say about TaxDome
Inbox+ helps our clients build effective team management and stay up-to-date on important updates.
TaxDome made my life so much easier this year!! Looking forward to next tax season!! 98% of my clients used tax dome this season, saved a ton in paper, toner, tax folders and most importantly TIME! Thank you ALL for all your knowledge and help
Inbox+ is a game changer as far as features go. That’s the feature in TaxDome that automatically moves emails from clients to a firm-wide burndown list that allows you to check them off as you resolve items.
I have been able to drastically reduce other subscriptions in my technology stack by approximately $2,300/year by leveraging TaxDome.
Tax Man To You has developed processes, grown the team to 6 staff and grew revenue 2x since using TaxDome
Inbox+ features
Make use of Inbox+ features to keep yourself updated when your team or clients complete important actions. Receive timely notifications when a client sends a message, completes a task, fills out an organizer, or engages in any other activity, all delivered to one convenient place.
Notification preferences
Get notifications by toggling them on and off
Task notifications
Stay up to date with tasks to better track and plan your work
Email notifications
Client email alerts ensure that you don’t miss any information
Creating tasks on the spot
Create a task or follow-up from any email
Filtering
Narrow down your notification list for faster search results
Bulk actions
Simplify your work with bulk actions for notifications
Chat updates
Get chat updates, use @mentions for teamwork
Archived tasks
Move items from your To Do list to Archived with one click
Case studies
Discover how our clients improved their team and client management, as well as overall performance, by successfully incorporating TaxDome into their practices.
Polaris Tax & Accounting: post-acquisition expansion from 50 customers to 1,500+
We don’t have to worry about having external drives for the data. We don’t have to worry about having a digital signature software provider. It just makes it easier to have everything in one single platform.
The Carter Cook CPAs experience: building a new age accounting firm
Carter Cook CPAs elevated team performance and enhanced customer experience by harnessing TaxDome’s robust tools: email automations, CRM, conditional organizers and project management boards.
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
