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Resumo do Produto

Tudo em uma solução integrada para economizar seu tempo & dinheiro. Gerencie seu fluxo de trabalho
fiscal, faturamento, portal do cliente, controle de tempo e muito mais.

  • 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.

Fluxo de trabalho & Automação

Crie pipelines personalizados & sempre saiba onde as coisas estão.

Utilize a automação para agilizar seu escritório e remover despesas administrativas. Conforme clientes avançam no pipeline, acione a criação de tarefas, e-mails automatizados, organizadores personalizados, & mais.

CRM

Gerenciar clientes novos e existentes é fácil, graças às ferramentas que ajudam você a organizar e filtrar exatamente o que você é procurando por.

Tudo o que você precisa saber para progredir no trabalho do cliente é todos em um lugar. São’s prontamente acessíveis e impecavelmente organizados.

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.

E-assinaturas ilimitadas

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.

Sincronização de 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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Organizadores personalizáveis

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.

Inbox +

Feed de notícias centralizado de atividades em sua empresa. Atividade do cliente, e-mails, mensagens seguras, atribuições de tarefas e muito mais. Crie uma tarefa ou acompanhamento de qualquer e-mail. Lide com os problemas rapidamente e garanta que nada seja perdido enquanto você vai no seu dia.

Site & 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.

Faturas & Pagamentos

Bloqueie os documentos do cliente em contas, sempre garantindo o pagamento. Aceite pagamentos com cartão de crédito & ACH (em breve). Envie faturas automaticamente.

Seus clientes podem pagar a qualquer hora, em qualquer lugar.

Armazenamento Seguro

Espaço de armazenamento ilimitado baseado na nuvem para tudo o que você precisa para administrar seu negócio.

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.

Gerencie sua equipe

Atribua membros de sua equipe a clientes específicos. Veja o desempenho individual do membro da equipe’s. Revise a trilha de auditoria de cada arquivo.

Controle os direitos de acesso — como um chefe.

Controle de Tempo

Rastreamento de tempo integrado para registrar suas horas faturáveis. Capture horas em projetos e clientes como de acordo com suas necessidades de negócios.

Unlimited, 1:1
white-glove support

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