🔥TaxDome product updates: explore what’s coming soon and the features you already can enjoy. Learn more
TaxDome Product Update
Spring 2025 Update: making every second count
Discover TaxDome’s latest updates. Improve team collaboration with internal chats, offer a superior client experience with trusted payment options, scale faster with comprehensive automation, and more!
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Better connections, better collaboration, better teams
Connect teams where work happens
Better work happens when teams stay connected. Team Chats let your staff discuss updates, share insights, and collaborate internally within client chats instead of emails. *in Beta
Say goodbye to notification noise
Keep your team focused by removing notification distractions. Archive firm-wide updates in one action so they don’t waste time on resolved notifications.
Stay connected on the go
Assign jobs from Tokyo, update tasks from Melbourne, and chat with clients from Rome — all on your phone. Manage your firm anywhere with the TaxDome firm mobile app.
Less busywork, more progress
Eliminate manual client data entry
Make more time for what matters — in and out of the office — by saying goodbye to manual client data entry. Client organizer responses now sync automatically to your CRM.
One place to easily track all organizers
Know the status of organizers firm-wide at a glance. The global organizer menu lets you check progress, follow up with clients, and keep work moving — all in one place.
Find what you need faster
Less scrolling, more doing. Advanced filters help you instantly find clients, jobs, and files — so you never waste time scrolling through endless search results.
Why are 10k+ firms worldwide trusting TaxDome? See for yourself.
Security you control, protection you can trust
Take full control over who sees what
Keep sensitive data secure with role-based access. Granular permissions let you limit document access and client visibility so your team only sees what’s relevant. *in Beta
A security-first platform firms trust
Work with confidence, knowing your data is protected. TaxDome is SOC 2 Type II certified, built to high industry security standards that safeguard your firm and clients.
Multiple layers for more protection
Your firm’s data is protected at every level. With Amazon AWS for backup, the option to mandate 2FA, and GLBA compliance, you and your clients’ data stays secure.
A modern workspace for modern firms
Work comfortably any time of day
Work the way you prefer. Dark mode is now available in the firm portal, so you can switch between light and dark themes for better visibility.
A better way to chat with clients
Chats should be easy to navigate. Our redesigned chat interface gives you a cleaner layout and improved visibility. *in Beta
Emails with enterprise design
Send emails that look as professional as your firm. Redesigned system emails have a sleek, modern layout that enhances your brand presence.
Get paid faster with TaxDome payments
Hit zero accounts receivable
Lock deliverable documents to invoices to motivate faster client payments. Plus, clients can now save their payment details for quicker, more convenient checkouts.
Faster payments with reduced costs*
Clients can pay by credit card, scan-and-pay, Apple Pay, Google Pay, Venmo, or PayPal. Shift processing fees to clients so your firm keeps more of what it earns. *in Beta
Eliminate manual payment tracking
Focus on revenue management, not manual tracking. Payments are automatically recorded and matched to invoices, keeping your team organized without the busywork.
Support plans
Sneak peek for our customers: personalized support for your firm
Looking for expert guidance to set up your workflows faster? Get personalized onboarding and implementation services with new Paid Support Plans. Paid Support Plans offer tailored setups, yearly reviews, and more to help you skip the guesswork in figuring out how to get the most out of TaxDome.
