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Connect TaxDome
to Your Favorite Schedulers

Allow clients to schedule appointments online through your TaxDome client portal

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TaxDome can be integrated to client appointment scheduling and calendly integrations
  • I’ve had fantastic feedback from my clients. I love that I can send organizers through the portal. It frees up my schedule to be able to focus on things other than paper pushing.

    Michelle Cook

    partner at Carter Cook CPAs

    Michelle Cook recommends TaxDome portal for client appointment scheduling Michelle Cook recommends TaxDome portal for client appointment scheduling
  • We work with a lot of employees of Amazon, Microsoft, as well as other tech startups. We wanted to make sure that we were at the level that our clients were at.

    Deva Hetrick, EA

    Co-founder of Joseph & Hetrick, LLC

    Deva Hetrick works with clients that appreciate calendly integration with TaxDome Deva Hetrick works with clients that appreciate calendly integration with TaxDome
  • I was looking to automate my practice from the client facing side — all ‘where’s my stuff’ situations. Once clients got used to it, they really liked it.

    Amber Gray-Fenner

    Owner of Tax Therapy, LLC

    TaxDome integrating with top client appointment scheduling software allows Amber Gray-Fenner to improve client experience TaxDome integrating with top client appointment scheduling software allows Amber Gray-Fenner to improve client experience

Provide an excellent client experience

Enable your clients to book appointments with your firm directly from your custom-branded TaxDome portal.

Explore Client Portal
TaxDome is practice management software for accountants that allows clients to schedule appointments online in your client portal

Scheduler integrated with your practice management software

Client appointment scheduling becomes a part of your practice management solution. Integrate Calendly, Acuity, Schedulista, Youcanbook to aggregate client communication in one place: messages, documents, calls, payments & more.

TaxDome is accounting crm software integrated with client appointment scheduling software

White-glove Support &
Training Sessions Included

Personalized support and screen-sharing onboarding sessions at no extra cost for all clients and trial users.

  • Knowledge base
  • Webinars
  • Community
  • Screen-sharing
  • Premium support*
  • Free advanced team training*

Available in the Pro plan.

TaxDome is the best project management system with free support and training sessions

Frequently Asked Questions

  • Does this program offer scheduling?

    Yes, you can integrate TaxDome with Acuity, Calendly, Schedulista, and Youbookme and your clients will be able to book a call with you right from the portal.
  • Any Calendar feature?

    Calendar integration is in our roadmap.
  • Will TaxDome notify my client about the scheduled appointment?

    No, the notification will be sent from your scheduling software (Acuity, Calendly, Schedulista, or Youbookme).
  • Can I integrate multiple schedulers at once?

    It is possible to integrate one provider and one account per time.
  • How do you go about clients booking calls with my team members?

    WIthin your scheduling program (Acuity, Calendly, Schedulista, or Youbookme) you can set up multiple event types.
  • Do you have an API?

    We have native integrations (Stripe, CPACharge, Email providers, and more) — and we also support Zapier to allow you to integrate with systems we do not have a direct integration with.