Product Overview

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

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TaxDome is an all-in-one CPA practice management software

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
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
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

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.

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TaxDome is client portal integrated with accounting software used by accounting firms

Automated Workflow

Work happens without your involvement. Fully customizable to your firm’s needs, you can set up workflows to automatically create jobs, send emails, request data from clients and remind them to accomplish what you need from them.

More than project management: always see where your team stands, so that you can scale your business effortlessly.

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TaxDome is the best tax workflow software to automate admin tasks

CRM

Managing prospects & existing clients is easy with the integrated CRM. Import your contacts from other software, including custom fields to reflect information that is unique to each individual client.

Pre-qualify leads & automate your client onboarding process with workflow automation.

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TaxDome is a crm for cpa firms integrated with user-friendly client portal and practice management system

Tax Program Integrations

Print directly from your tax or bookkeeping software to your clients account in TaxDome.

Your clients can then e-sign documents on your white-labeled client portal or mobile app.

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TaxDome is cpa accounting software integrated with any tax program

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.

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Unlimited E‑signatures

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.

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TaxDome can be used for form 8879 electronic signature

Mobile App for Firms

Run your practice on the go. A robust mobile app for firm owners and employees allows you to access CRM information, track firm activity, securely message your clients and initiate calls and emails with just one click.

Optional push notifications timely notify you about important events within your firm: new messages, settled invoices, uploaded and signed documents and more.

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TaxDome platform offers CRM software with mobile app to allow firm owners run practice on the go

Email sync

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.

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TaxDome is project management software for bookkeepers with shared inbox to communicate and delegate tasks and emails easier

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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TaxDome is an integrated system to communicate with tax clients easily and build a client accounting practice

Contracts (Engagement Letters)

Contracts outline the scope and services your firm provides to clients. Built into your workflow, send personalized and itemized contracts, engagement letters, and proposals to your clients. Give your clients full understanding of the services they will receive, their individualized price, and the total sum.

Automated reminders will remind your clients to sign without you lifting a finger.

TaxDome is online practice management software for accountants integrated with engagement letters

Customizable Organizers

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. With conditional logic in organizers, your clients get short and clean organizers that show them additional questions depending on their previous answers. E.g. only if clients say they are married, show them questions about their spouse.

Use our ready-made organizers to start automating your practice quicker. Organizers available in Spanish & 6 languages, as well.

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TaxDome is accounting client management software that helps you obtain client documents faster

Schedulers

Provide an excellent client experience — integrate Calendly, Acuity & more to allow clients to book appointments with your team directly from your custom-branded portal.

TaxDome is a client portal for accountants integrated with online virtual appointment software

Inbox+

Centralized newsfeed of activity in your firm. Client activity, emails, secure messages, task assignments, and more. Create a task or follow-up from any email. Reduce inbox clutter & quickly deal with issues ensuring nothing gets lost as you go about your day.

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TaxDome a crm for workflow automation that help your team operate more efficiently

Website & 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.

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TaxDome is client document portal software that allows you to build a custom branded website and client portal

Invoicings & Payments

Seamlessly process payments through your custom-branded portal integrated with payment processing providers. You have full flexibility to accept payments via ACH/E-Сheck and through credit cards. Your clients can pay you anytime, anywhere, from any device.

Control your accounts receivable by locking documents to bills, always ensuring you get paid. Enable the QBO integration to sync payments and bills.

Itemize your invoices to show clients what services they are paying for and get insights into your billing.

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TaxDome offers the best CRM and invoicing software to process payments for tax & accounting practice

Built-in PDF Editor

Boost your productivity with unlimited access to TaxDome’s native PDF Editor incorporated into your document management process. Design perfect PDFs in a few clicks: annotate, highlight, rotate, mark up the files, split or merge a few PDFs into one. Streamline data collection with fillable PDF forms.

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TaxDome empowers you with the native PDF Editor for document management workflow

Unlimited 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. Folder permissions allow you to separate private firm files and those necessary for client viewing.

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TaxDome is document workflow automation software with unlimited document storage

Team Communication

Improve your team communication and efficiency with our suite of team communication tools. Just like in Slack, use @mentions to tag team members in notes, tasks, secure messages and direct their attention where needed.

Granular notification preferences and ability to follow/unfollow accounts let you control how many or how few notifications you want to receive.

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TaxDome includes efficient team communication tools incorporated into accounting firm CRM software

Time Tracking

Built-in time tracking to record your billable hours. Link time entries to specific jobs to track profitability.

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White-glove Support &
Training Sessions Included

Personalized support and screen-sharing onboarding sessions at no extra cost for all clients and trial users.

Knowledge base
Webinars
Community

Screen-sharing
Premium support*
Free advanced team training*

Available in the Pro plan.

TaxDome is the best project management system with free support and training sessions

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