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.
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.
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.
Print directly from your tax or bookkeeping software to your client’s account in TaxDome.
Your clients can then e-sign documents on your white-labeled client portal or mobile app.
Automatically keep client files in sync with your PC or Mac. 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 or Mac Finder.
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.
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.
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.
Contracts outline the scope and services your firm provides to clients. Built into your workflow, send personalized contracts, engagement letters, and proposals to your clients. 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.
Use our ready-made Tax, Payroll, Bookkeeping organizers to start automating your practice quicker. Organizers available in Spanish & other languages, as well.
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.
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.
Collect payments from clients in your integrated, custom-branded portal. 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 QBO integration to sync payments and bills.
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.
Assign members of your staff to specific clients and control access rights to ensure security of your client information.
Track performance of your staff & track all activity with an audit trail for every fail.
Built-in time tracking to record your billable hours. Link time entries to specific jobs to track profitability.
Unlimited phone and chat support and one-on-one onboarding sessions with screen-sharing — at no extra cost.