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Panoramica del Prodotto

Tutto in una soluzione integrata per risparmiare tempo & soldi. Gestisci il flusso di lavoro della tua pratica fiscale
, fatturazione, portale clienti, monitoraggio del tempo e altro ancora.

  • 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.

    Chris Brumlow

    Managing Partner, Brumlow and Company

    Chris Brumlow
    Chris Brumlow
  • 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!!

    Jamie Burkart

    Accountant, Foenix Tax & Business Services LLC

    Jamie Burkart
    Jamie Burkart
  • 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.

    Nicholas Ritch

    EA, Ritch Tax Service

    Nicholas Ritch
    Nicholas Ritch

Client Portal + Mobile App

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.

Flusso di lavoro & Automazione

Crea pipeline personalizzate & sai sempre dove stanno le cose.

Utilizza l'automazione per snellire il tuo ufficio e rimuovere il sovraccarico amministrativo. Quando i client si spostano lungo la pipeline, attivano la creazione di attività, email automatiche, organizzatori personalizzati, & e altro.

CRM

Gestire sia i clienti nuovi che quelli esistenti è facile, grazie agli strumenti che ti aiutano a organizzare e filtrare rapidamente esattamente quello che sei cercando.

Tutto ciò di cui hai bisogno per sapere come fare progressi con il lavoro dei clienti è tutto in un unico posto.’è tutto facilmente accessibile e organizzato in modo impeccabile.

Tax Program Integrations

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.

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TaxDome Drive

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.

Firme elettroniche illimitate

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.

Sincronizzazione email

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.

Secure Messages

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.

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Contracts (Engagement Letters)

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.

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Organizzatori personalizzabili

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.

Posta in arrivo +

Newsfeed centralizzato delle attività nella tua azienda. Attività del cliente, e-mail, messaggi protetti, assegnazioni di attività e altro ancora. Crea un'attività o un follow-up da qualsiasi email. Affronta rapidamente i problemi e assicurati che nulla vada perso mentre continui la tua giornata.

Sito web & Branding

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.

Fatture & pagamenti

Blocca i documenti dei clienti sulle fatture, assicurandoti sempre di essere pagato. Accetta pagamenti con carta di credito & ACH (disponibile a breve). Invia automaticamente le fatture.

I tuoi clienti possono pagarti sempre e ovunque.

Archiviazione sicura

Spazio di archiviazione illimitato basato su cloud per archiviare tutto ciò di cui hai bisogno per gestire la tua attività.

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.

Gestisci la tua squadra

Assegna i membri del tuo staff a clienti specifici. Visualizza le prestazioni individuali del membro del team’. Rivedi l'audit trail di ogni file.

Controlla i diritti di accesso — come un boss.

Monitoraggio del tempo

Monitoraggio del tempo integrato per registrare le ore fatturabili. Cattura ore per progetti e clienti in base alle tue esigenze aziendali.

Unlimited, 1:1
white-glove support

Unlimited phone and chat support and one-on-one onboarding sessions with screen-sharing — at no extra cost.