Integrations

Connect TaxDome to your favorite schedulers

Let clients book appointments with your team directly through their client portal. Сonnect TaxDome to your favorite scheduler and eliminate manual appointment management.

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Simplified scheduling with your clients

Integrate scheduling into your client portal

Connect top scheduling tools

Integrate such schedulers as Calendly, Acuity, Schedulista, YouCanBookMe, and more.

Provide excellent client experience

Keep all things related to your firm in one client portal: appointments, documents, invoices, and more.

Book from anywhere

Let your clients book an appointment or a call easily on both desktop and mobile.

OUR CLIENT EXPERIENCE SPEAKS FOR ITSELF

We are getting compliments from our clients all the time and our business can be scaled thanks to TaxDome.

OUR CLIENT EXPERIENCE SPEAKS FOR ITSELF

Our favorite feature of TaxDome has been the all-in-one portal for our staff and clients.

OUR CLIENT EXPERIENCE SPEAKS FOR ITSELF

I love that billing, client portal, document sharing, and communication between the firm and the client is so seamless!

OUR CLIENT EXPERIENCE SPEAKS FOR ITSELF

With TaxDome I got rid of DocuSign, PayPal and Wave Accounting, my old practice management app.

Winner Comprehensive Firm Workflow Solution

IRS, tax, bookkeeping integrations and more

QuickBooks Online

Payments and invoices you create in TaxDome automatically sync with QuickBooks Online.

IRS

Users can request and download transcripts directly from the TaxDome interface, streamlining processes and saving time.

Payment processors

Your clients can securely pay invoices — and you can accept payments — from within TaxDome with the help of payment processors.

Cloud hosting providers

You can easily use TaxDome on a managed cloud with the authorized hosting providers.

Verito Right Networks

Frequently asked questions

What schedulers can I use in TaxDome?

You can integrate TaxDome with Acuity, Calendly, Schedulista or YouCanBookMe and your clients will be able to book a call with you right from the portal.

How can I connect my scheduler to TaxDome?

Firm owners and admins can connect a scheduler. First, create an account with the scheduler you want. Then, in your TaxDome portal, go to Settings > Integrations, and select your scheduling service. See more details.

How do you go about clients booking calls with my team members?

Easy – you can set up multiple event types within your scheduling program (Acuity, Calendly, Schedulista, or YouCanBookMe).

Will my client be notified about the scheduled appointment?

Yes! Your scheduling tool will send automatic confirmations and reminders to ensure your clients never miss an appointment.

See TaxDome in action with a free demo

Connect TaxDome to your favorite schedulers

Integrate scheduling into your client portal

Connect top scheduling tools

Provide excellent client experience

Book from anywhere

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IRS, tax, bookkeeping integrations and more

QuickBooks Online

IRS

Payment processors

Cloud hosting providers

Frequently asked questions