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Solution logicielle 360 ° pour gérer votre cabinet.

Gardez votre logiciel de préparation d'impôts, pour tout le reste - gagnez du temps, économisez de l'argent avec TaxDome.

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  • Client Portal

    Portail client
    & Application mobile

  • Client Portal

    Illimité
    signatures électroniques

  • Client Database

    CRM

  • Custom Website

    Site Web personnalisé

  • Billing & Payments

    Facturation &
    paiements

  • Unlimited File Storage

    Stockage
    sécurisé illimité

  • Workflow

    Processus
    & Automatisation

  • Email Sync

    Synchronisation des e-mails

  • & Much More

    & Bien plus

  • "

    TaxDome vs. Secure File Pro + CRM vs. ATOM. TaxDome by far had the best UI among the options I reviewed. Even CCH and Thomson Reuters had weak client portals.

    Nashtax

    Josh C. Nashtax

  • "

    I like the ease and functionally of TaxDome the best. It is very user friendly, a lot of my clients have been able to use it as well with very little questions on their end. I love the client portal aspect allowing clients to upload and download documents in a safe and secure manner.

    Allis Accounting

    John A. Allis Accounting

  • "

    Great product! I love the capabilities and the fact that you can call in and have someone walk you through and answer all of your questions when needed. What I like most is that it is a system that can definitely keep you organized.

    ROLLE, LOCKE & KEY WEALTH MANAGEMENT GROUP

    Debra E. ROLLE, LOCKE & KEY WEALTH MANAGEMENT GROUP

  • "

    I like the fact that I can look at my client's account and see all the emails that were sent. I also like the ability to lock a document before receiving payment. This is really good for my new online clients that I haven't built a relationship with yet.

    TNT Accounting Services

    Tawanda C. TNT Accounting Services

  • "

    This software has the features I've been searching for the past 3+ years. The customer support is amazing, responses are fast and if there is ever anything I'm looking for, if it's not available it's in the works! Specifically, though I love that this app has the request feature…

    Eiden Tax & Accounting

    Brittnie E. Eiden Tax & Accounting

  • "

    Worth its weight in gold. I save hours of administrative time using the pipelines. AMAZING!! The additional support that is provided is an added benefit. This software should cost more; it merges the features of several individual software and Apps into one happy home.

    DC Financial Services

    Delisa C. DC Financial Services

  • "

    Great Software for Taxpayers to work with Auditors: 1. All (w2,1099, Firm prepared documents) in one software. 2. Ease of management for tax documents year on year. 3. Easy online payment options. 4. Best in class communication module.

    Cielo Talent

    Vivek S. Cielo Talent

  • "

    We switched to TaxDome after 4 years of using SmartVault for our client portal. We had grown to the point where we needed a more robust CRM for efficiency and client tracking. We like a lot of TaxDome's capabilities, but we are still working through how to use them.

    DW Agosto Tax Planning

    Danielle W. DW Agosto Tax Planning

  • "

    I love the organization that this software brings to my firm. I can create tasks, assign tasks, communicate with clients, record billing amounts and track receivables, and keep track of what tasks are outstanding and to which staff member tasks are assigned to.

    Caitlin L. DougLee Consulting

  • "

    It's truly an all-in-one solution for tax pros! Includes task Mgmt, workflow, email Mgmt, portal, organizers, billing, CRM for clients and note-taking, etc. Also, their customer service is AMAZING and they implement almost every suggestion - and fast!

    Sara Laufer CPA

    Sara L. Sara Laufer CPA

  • "

    Easy for sending secure data. Very easy to navigate and user friendly. My accountant sent me the link and had her organizers all set up for me to just enter my information and uploading docs was very easy.

    KML Business Solutions

    Jennifer H. KML Business Solutions

  • "

    TaxDome will replace a few programs. TaxDome allows us to track projects, workflow, and request documents from clients. It also allows us to view all emails to/from the client, regardless of which team member was included - this keeps everyone in the loop.

    The Small Business Accounting Solution

    Nicole O. The Small Business Accounting Solution

  • "

    Very User Friendly and Efficient. The features are a vast variety. The software allows you to literally with very little help from other systems' usage. It can be overwhelming while learning the layout of the platform. It's an all-inclusive work management for our business.

    New Rhoads

    Kristina E. New Rhoads

  • "

    This was my first time using this software and I must say it made communication with my tax preparer great! The ability to upload documents was easy, billing and payments were easy and navigating on both mobile and desktop sites was easy. I would highly recommend this software to any person.

    FS Tax Group

    Erik S. FS Tax Group

  • "

    Makes Tax Prep Easier. I like that I can upload documents to my tax preparer easily and that it keeps track of payments made. It cuts down on the time it takes to send my documents and max tax time less of a hassle.

    Brooklyn Fi Tax

    Jamila S. Brooklyn Fi Tax

  • "

    Organized help. Easy to use for 71 years old. Nice format to open the information I required.

    FS Tax Group

    Robert F. FS Tax Group

  • "

    So easy to use for a person, who is not a techie or money person.

    Watt Business Solutions

    LaTonia C. Watt Business Solutions

    • 01Facile à suivre

      Vos clients auront toujours accès à leurs documents, factures et à un emplacement centralisé pour répondre à vos questions.

    • 02Signature électronique

      Les clients pourront approuver / désapprouver vos documents préparés. La signature électronique est conforme à l'industrie.

    • 03Paiements

      Vos clients pourront vous payer électroniquement. Verrouillez les documents sur les factures, plus besoin de courir après les paiements.

    • 01Système de gestion des clients

      Tous vos clients en un seul endroit. Suivez facilement les progrès, les facturations, identifiez les problèmes et gardez le contrôle de votre entreprise.

    • 02Gestion d'équipe

      Affectez votre personnel à travailler sur des clients spécifiques, suivez les performances. Ajoutez ou supprimez des droits d'accès comme bon vous semble.

    • 03L'intelligence d'entreprise

      Statistiques en temps réel et outils analytiques pour suivre la croissance de votre entreprise. Mesures de performances personnalisables - connaissances pour vous aider à évoluer.

Votre pratique fiscale dans le cloud

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  • Email Integration

    Intégration de messagerie

  • Electronic Signatures

    Signatures électroniques

  • World Class Security

    Sécurité de classe mondiale

Ne vous inquiétez pas,
ce sera facile.

De vraies personnes pour répondre à vos questions.
Configuration et intégration de gants blancs.
Importez des outils pour une transition rapide.
Contacts illimités, signature électronique, stockage.
Essayez un 2 semaines d'essai aujourd'hui, aucune carte de crédit requise .