Firm management

Get clear insights into your firm’s performance

Get instant, actionable insights about team performance, client activity, and deadlines from one clear dashboard.

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4.7/5 across 7,600+ reviews

The fastest growing practice management platform on the planet

See how customers are raving about us on places like G2 and Capterra.

Are Berg Hjelle,
Partner at Athene Group, 100+ employees

“Before TaxDome we used one system for handling sensitive documents (GDPR), one system for sharing documents, one system for task management, one system for time-tracking… Packing that into a single system instead of 10 different ones is great.”

Jayson Werra,
Enrolled agent, Owner, JCW Tax & Accounting, LLC

“The OCD in me is happy. It also makes me feel I can better utilize the calendar and tasks.”

Pablo Gonzalez Taboada,
CPA

“Great visibility into pending contracts & organizers. Then you realize that the contract is signed by one signer and the other sent a scanned copy of the document!”

Mickele Nowden,
CPA

“I really enjoyed the new customization, and it helped me to clean up some items for accounts that have been archived.”

Winner Comprehensive Firm Workflow Solution

See what needs your attention — from your team or your clients

From thorough analytics to clean reporting

Track client activity, jobs, and tasks assigned to you or your team members, and monitor your firm’s overall performance.

Filter jobs by employees and check deadlines, assignees, stats, and more from the dashboard

View tasks by team members or by date, and control your workflow: set priorities, statuses, and deadlines

Keep an eye on pending client activity by employee: organizers, invoices, signatures, contracts, and approvals

Analyze the workload and efficiency of your employees by tasks and jobs, manage assignees, and analyze charts

Make the dashboard your own

Customize your dashboard based on your role and goals

Add or delete widgets

Add or remove widgets at any time. You can also add several widgets of the same type (e.g., to view the jobs for each team member).

Configure the dashboard

Reorder to prioritize the most important information first. Apply filters to see jobs and tasks by employee, keep track of your stats.

All team collaboration features in one portal

With TaxDome’s collaboration tools, you can improve oversight, productivity, and team management without the hassle of toggling between different platforms.

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@Mentions

Mention team members inside tasks and chat threads to ask a question.

Notifications

Receive notifications and respond to them directly from your Inbox+.

Activity feed

See every interaction with documents, organizers, tasks, engagement letters, and more.

Tasks

Create a task or follow-ups from any email.

Frequently asked questions

What can I discover from the firm dashboard?

There are 4 types of widgets on the dashboard:

Jobs. This widget displays information on jobs for the specified team member or all of them. By default, it displays information for your jobs only.

Tasks. This widget displays information on tasks for a specified date and employee or all employees. By default, it will display information on your tasks for today.

Pending client activity. This widget contains information on pending actions from the client’s account to which the specified team member is assigned. By default, it will display information for your clients only.
Team summary. Unlike previous widgets, this one is available for the firm owner and admin roles only. It shows how many tasks or jobs selected team members have. By default, it will display information for your tasks only.

Can I customize the dashboard?

Sure. You can add, move, or delete widgets, or add several widgets of one type — you have full control over the look of your dashboard! Discover how you can customize your dashboard from this help article.

Does the dashboard update in real time?

Yes, the dashboard automatically refreshes, so you always see the latest updates on jobs, tasks, and client actions.

Are more widgets coming?

Yes! TaxDome is actively developing more widgets to give you even deeper insights into your firm’s performance.

Is the firm dashboard available to all team members?

Most widgets are available to all team members, but the Team summary widget is reserved for firm owners and admin roles for better management visibility.

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