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 & Automation
Create customized pipelines & always know where things stand.
Utilize automation to streamline your office and remove administrative overhead. As clients move down the pipeline, trigger creation of tasks, automated emails, personalized organizers, & more.
Website & Branding
You can fully custom brand your portal, including the URL to point to your own domain. If you don’t have a website, we offer a full website builder to create your very own website.
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.
Unlimited E-signatures
Get the same functionality of standalone e-signature applications such as DocuSign, Hellosign, Rightsignature, etc. included in every TaxDome subscription.
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. Quickly deal with issues and ensure nothing gets lost as you go about your day.
Customizable Organizers
Scale 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.
Time Tracking
Built-in time tracking to record your billable hours. Capture hours against projects and clients as per your business needs.
Desktop & Mobile Apps
TaxDome offers applications to support our firms and their clients.
The Taxdome desktop application allows firms additional ease for document management, the Taxdome mobile application allows firm clients to access their information anywhere, anytime.
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Email Integration
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Document
Management -
Workflow
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Notifications
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Works with All
Tax Programs -
Accept Payments
Online
Don't worry,
it'll be easy.
Real people to answer your questions.
White-glove setup & onboarding.
Import tools to transition quickly.
Unlimited contacts, e-sign, storage.
Try a 2 week trial today, no credit card required.
