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Team Management

Whether you are a team of 5 or 500 managing team members
can be extremely time-consuming without the right tools.
TaxDome provides a simple way to keep everyone focused and
productive at all times.

Client privacy

Keep information on a need-to-know-basis & easily limit the information certain team members have access to.

If you hire seasonal staff, do you want them to have access to all clients and documents in your practice?

Audit trail

Access an audit trail of every document. You will know if and when your document was opened, modified and by which user.

Improve your income

Directly improve your revenue by keeping track of statistics related to the productivity of each team member.

Don't worry,
it'll be easy.

Real people to answer your questions.
White-glove setup & onboarding.
Import tools to transition quickly.
Unlimited contacts, e-sign, storage.
Try a 2 week trial today, no credit card required.