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Centralized newsfeed of activity in your firm. Client activity, emails,
secure messages, task assignments, and more.

Turn notifications into actionable tasks

Create a task or follow-up from any email. Quickly deal with issues and ensure nothing gets lost as you go about your day.

Filter by activity type

To help you sort through Inbox+ quickly, choose to see all notifications, bills, document uploads, emails, or task updates.

Bulk action & mark archived

Move from your To Do to Archived with the click of a mouse. Never lose track & restore to active at any time, should the need arise.

Frequently Asked Questions

  • Will all of my emails go through TaxDome or just emails TaxDome recognizes as being from clients?

    The latter. When the email-sync toggle is turned on, you’ll be able to see everything in the email section and in Inbox+ (the smart notification center).
  • I have a couple of clients in my networking group and don’t need the emails for them in their TaxDome accounts.

    We have a “mute” button so that any emails that are not relevant won’t show up in the client email history.
  • How can I see all emails from both parties of a married couple in one account if they use multiple email addresses?

    You can have both members of the married couple under one account. If each person has two email addresses, you can include all four email accounts under the client account. You turn on the toggle for each email address that you want them to be able to use for logging in, getting notifications, and receiving email.
  • Can a note become a task?

    When you receive an email from a client, you can turn it into a task right in your notification center (Inbox+)

Don't worry,
it'll be easy.

Real people to answer your questions.
White-glove setup & onboarding.
Import tools to transition quickly.
Unlimited contacts, e-sign, storage.
Try a 2 week trial today, no credit card required.

TaxDome is the official partner of the National Association of Enrolled Agents (NAEA).