Product Overview

All in one integrated solution to save you time & money. Manage your tax
practice workflow, billing, client portal, time tracking and more.

CRM

Managing both new and existing customers is effortless, thanks to tools that quickly help you organize and filter for exactly what you are looking for.

Everything you need to know to make progress on client work is all in one spot. It’s all readily accessible and impeccably organized.

Client portal

Custom branded client portal. A secure, easy to understand gateway that makes life easier for both you and for your clients.

Workflow

Plan and structure projects in a way that keeps your team organized and allows you to track progress.

Prioritizing the tasks that matter the most is simple and intuitive.

Email sync

Empower your team to produce their best work with a shared inbox. Easily sync your existing email account with TaxDome.

Say goodbye to CC’ing and endless inbox clutter. Your inbox will only include messages that are directed towards you.

Bills & payments

Lock client documents to bills, always ensuring you get paid. Accept credit card payments & ACH (coming soon). Automatically send invoices.

Your clients can pay you anytime, anywhere.

Secure storage

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.

Manage your team

Assign members of your staff to specific clients. View team member’s individual performance. Review the audit trail of every file.

Control access rights — like a boss.

Tax Organizer

A fully interactive Tax Organizer allows you to say goodbye to paper filing cabinets, for good.

Time-saving for you and intuitive for your clients.

Time tracking

Built-in time tracking to record your billable hours. Capture hours against projects and clients as per your business needs

Firm Desktop App

The Windows & Mac applications create an even easier way to upload documents directly into TaxDome. Print directly to TaxDome or drag from your computer to batch upload quickly and easily.

Client Mobile App

TaxDome offers your clients a modern mobile experience. Native iOS & Android apps to access your portal — anytime, anywhere.

  • Email Integration

    Email Integration

  • Document Management

    Document
    Management

  • Workflow

    Workflow

  • Notifications

    Notifications

  • Works with All Tax Programs

    Works with All
    Tax Programs

  • Accept Payments Online

    Accept Payments
    Online

We get it.
Change is hard.

We will make it worth your while.
Try a free 1 month trial of TaxDome today.
No credit card required.
No limit on features.
Unlimited users & storage.