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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.
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?
Access an audit trail of every document. You will know if and when your document was opened, modified and by which user.
Directly improve your revenue by keeping track of statistics related to the productivity of each team member.
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.
TaxDome is the official partner of the National Association of Enrolled Agents (NAEA).