The Ultimate Tool for Taking
Tax Businesses Further
Access a sleek client portal, view a comprehensive overview of your business, maintain all of your documents, handle any billing & payments, actively manage your team, and receive intelligent business reporting — all in one place.
TaxDome combines all of your business tasks and operations into one centralized hub that is easily accessible from anywhere.
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
Easy to understand client portal that makes life easier for both you and for your clients. Custom branded for your firm.
Task Management
Stay organized by planning and structuring projects based on the needs of the organization.
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 specific staff members to handle specific clients. View team member’s individual performance & see 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.
It’s easy for clients to use and will save you tons of valuable time.
Time Tracking
Built-in time tracking tools to record your billable hours. Allocate directly to clients and projects to stay organized.
Windows App
Easy to install Windows App and print directly to TaxDome from any program. Drag and drop already created files to upload even faster.
-
Email Integration
-
Document
Management -
Task Management
-
Notifications
-
Works with All
Tax Programs -
Accept Payments
Online
We get it.
Change is hard.
Start a free 1 month trial of TaxDome today. No credit card required, all the TaxDome features.
Unlimited users & storage.
