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Conserva il tuo software di preparazione delle tasse, per tutto il resto: risparmia tempo e denaro con TaxDome.

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  • Client Portal

    Portale clienti
    & app mobile

  • Client Portal

    Firme elettroniche illimitate

  • Client Database

    CRM

  • Custom Website

    Sito web personalizzato

  • Billing & Payments

    Fatturazione &
    pagamenti

  • Unlimited File Storage

    Spazio di archiviazione
    sicuro illimitato

  • Workflow

    Flusso di lavoro
    & Automazione

  • Email Sync

    Sincronizzazione Email

  • & Much More

    & Molto di più

  • "

    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 da monitorare

      I tuoi clienti avranno sempre accesso ai loro documenti, fatture e una posizione centralizzata per rispondere alle tue domande.

    • 02Firma elettronica

      I clienti potranno approvare / disapprovare i tuoi documenti preparati. La firma elettronica è conforme alle normative del settore.

    • 03Pagamenti

      I tuoi clienti potranno pagarti elettronicamente. Blocca i documenti sulle fatture, non dovrai più rincorrere i pagamenti.

    • 01Sistema di gestione del cliente

      Tutti i tuoi clienti in un unico posto. Facile da monitorare i progressi, le fatture, identificare i problemi e rimanere al passo con la tua attività.

    • 02Gestione del team

      Assegna il tuo personale a lavorare su clienti specifici, monitora le prestazioni. Aggiungi o rimuovi i diritti di accesso come meglio credi.

    • 03Business Intelligence

      Statistiche in tempo reale e strumenti analitici per monitorare la crescita del tuo business. Metriche delle prestazioni personalizzabili: conoscenze per aiutarti a scalare.

La tua pratica fiscale nel cloud

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  • Email Integration

    Integrazione e-mail

  • Electronic Signatures

    Firme elettroniche

  • World Class Security

    Sicurezza di prima classe

Non preoccuparti,
sarà facile.

Persone reali per rispondere alle tue domande.
Configurazione e onboarding con guanti bianchi.
Importazione di strumenti per eseguire rapidamente la transizione.
Contatti, firma elettronica, spazio di archiviazione illimitati.
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