VERY excited about the secure messaging app. I was always horrified in the past when clients emailed me sensitive info such as a new child’s SSN.
Co-founder of Joseph & Hetrick, LLC
Partner at Fox Gravitt, PLLC
Our clients love the portal. And we love the messages feature where you can send direct messages to the client.
Top-notch client service
Implementation & team training included
Personalized support and assistance to ensure your firm’s success. Learning a new software can be intimidating, which is why our team will create a customized plan based on your firm size, services, and goals with full access to:
- The knowledge base
- TaxDome Academy
- TaxDome community
- Premium support
- Free advanced team training