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We needed an easy to use and deploy tool to manage client workstreams and implement an effective client portal. The software is easy to use and configure. Our clients like what it brings to the table for them. It is a foundational tool for us to grow and expand the practice.
Everything I was looking for is included in TaxDome! At first I was hesitant about the cost, but once I realized all that was included and the money I won’t need to spend next year, and to have the website hosting included — that brings the costs to very reasonable!!
Finally, I have all features thoroughly integrated in one place at a fair price. Managing clients, file sharing, gathering and requesting documents and the smart email inbox, all is in one place.
Custom branded client portal (& mobile app) that your clients will love! Secure, easy-to-use, and with clear to-do lists to ensure a seamless user experience.
Phone or desktop, your clients can communicate with you securely, exchange documents, view their tasks, sign contracts, pay invoices, and so much more. Automatic reminders do the follow-up for you. Mobile app also includes a built in document scanner, allowing your clients to send high-quality documents.Explore Client Portal
Work happens without your involvement. Fully customizable to your firm’s needs, you can set up workflows to automatically create jobs, send emails, request data from clients and remind them to accomplish what you need from them.
More than project management: always see where your team stands, so that you can scale your business effortlessly.Explore Automated Workflow
Managing prospects & existing clients is easy with the integrated CRM. Import your contacts from other software, including custom fields to reflect information that is unique to each individual client.
Pre-qualify leads & automate your client onboarding process with workflow automation.Explore CRM
Print directly from your tax or bookkeeping software to your clients account in TaxDome.
Your clients can then e-sign documents on your white-labeled client portal or mobile app.Explore Integrations
Automatically keep client files in sync with your PC. Just like Dropbox or OneDrive, but also fully integrated with the rest of your practice management system. Scan directly to client files or edit documents on the fly directly from your Windows Explorer.Explore TaxDome Drive
Unlimited e-signatures are included in every TaxDome subscription. The same functionality as Docusign, HelloSign, etc — except integrated with your practice management system without extra cost.
KBA available with the lowest price on the market — $1 per verification.Explore Electronic Signatures
Run your practice on the go. A robust mobile app for firm owners and employees allows you to access CRM information, track firm activity, securely message your clients and initiate calls and emails with just one click.
Optional push notifications timely notify you about important events within your firm: new messages, settled invoices, uploaded and signed documents and more.Explore Firm Mobile App
Empower your team to produce their best work with a shared inbox. Sync your existing email (Outlook, Gmail, etc) with TaxDome to see all client communication in one place.Explore Email Sync
Mobile-friendly, secure, easy way to communicate with your clients.
Messages fully integrated into your firm’s processes: you can request files, assign tasks to your clients and set up automatic reminders.Explore Secure Messages
Contracts outline the scope and services your firm provides to clients. Built into your workflow, send personalized and itemized contracts, engagement letters, and proposals to your clients. Give your clients full understanding of the services they will receive, their individualized price, and the total sum.
Automated reminders will remind your clients to sign without you lifting a finger.
Automate new client onboarding with fully customizable, digital questionnaires. No more clunky PDFs, no ‘generic’ organizers or long back and forths to get the information you need. With conditional logic in organizers, your clients get short and clean organizers that show them additional questions depending on their previous answers. E.g. only if clients say they are married, show them questions about their spouse.
Use our ready-made organizers to start automating your practice quicker. Organizers available in Spanish & 6 languages, as well.Explore Organizers
Provide an excellent client experience — integrate Calendly, Acuity & more to allow clients to book appointments with your team directly from your custom-branded portal.
Centralized newsfeed of activity in your firm. Client activity, emails, secure messages, task assignments, and more. Create a task or follow-up from any email. Reduce inbox clutter & quickly deal with issues ensuring nothing gets lost as you go about your day.Explore Inbox+
Build your own website and let TaxDome host it for you for free! Our specialists can transfer your existing website to TaxDome, so that you will start saving money on hosting right away.
You can fully custom brand your portal, including the URL, and system emails your clients will get. Everything to help you promote and scale your brand.Explore Website & Branding
Seamlessly process payments through your custom-branded portal integrated with payment processing providers. You have full flexibility to accept payments via ACH/E-Сheck and through credit cards. Your clients can pay you anytime, anywhere, from any device.
Control your accounts receivable by locking documents to bills, always ensuring you get paid. Enable the QuickBooks Online integration to sync payments and bills.
Itemize your invoices to show clients what services they are paying for and get insights into your billing.Explore Invoices & Payments
Boost your productivity with unlimited access to TaxDome’s native PDF Editor incorporated into your document management process. Design perfect PDFs in a few clicks: annotate, highlight, rotate, mark up the files, split or merge a few PDFs into one. Streamline data collection with fillable PDF forms.Explore PDF Editor
Unlimited Cloud-based storage space to house everything you need to run your business.
Secure 256 bit SSL Encryption always keeps sensitive data and client information safe and sound. Folder permissions allow you to separate private firm files and those necessary for client viewing.Explore Secure Storage
Improve your team communication and efficiency with our suite of team communication tools. Just like in Slack, use @mentions to tag team members in notes, tasks, secure messages and direct their attention where needed.
Granular notification preferences and ability to follow/unfollow accounts let you control how many or how few notifications you want to receive.Explore Team Communication
Built-in time tracking to record your billable hours. Link time entries to specific jobs to track profitability.Explore Time Tracking
Personalized support and screen-sharing onboarding sessions at no extra cost for all clients and trial users.
Available in the Pro plan.