Roadmap

Ability to work with potential clients (leads) in TaxDome * Clearer interface; separate leads from active accounts * Communicate with leads via email and store communications & attachments automatically with email sync * Turn leads into accounts in one click when ready

In addition to emails and secure messages, we will be adding the ability for firms to send and receive SMS messages to their clients. You will be able to send SMS as one-off and as automations You will be able to reply to SMS received from your clients While secure messages (similar to Whatsapp, but integrated with your portal) offer additional functionality (client tasks, automatic reminders if message is unread, attached documents, etc) - SMS will offer a way for you to communicate with your clients on their phone without using any additional apps and not via email.

A single place to view all active and archived chats across all Client Accounts. In future releases we plan to include global sections for all TaxDome features (Contracts, Organizers, Documents, etc).

TaxDome currently offers contracts (engagement letters) - Proposals are the logical next step. Proposals will allow you to better align expectations between firm & client, agree on fees and payment schedules, and fully present your value in professional proposal that reflects your brand. We will roll out the below features over time, but the end result will include: Option to require payment upon signing the proposal (ACH or CC) Option to require recurring payment schedule upon signing the proposal (ACH or CC) Choose your adventure (offer options A, B, C) and client chooses which they prefer More design options and increased customization This is a big undertaking and we’re excited to bring this additional functionality to the TaxDome invoicing suite.

Ability to add your firm’s logo to contracts without the use of custom HTML.