Work Smarter

Less busy work, more tax work.

Work Smarter
  • scattered emails - 10%
  • processing checks - 5%
  • sending client reminders - 5%
  • importing to Dropbox - 3%
  • chasing after payments - 7%
Taxdome Demo

Efficient Workflow

Stay organized and productive

  • Simple & Secure Customer Relationship Management

    Simple & Secure Customer Relationship Management

  • Lock Documents & Accept Payments Online

    Lock Documents & Accept Payments Online

  • Have a Professional Portal Running in Seconds

    Have a Professional Portal Running in Seconds

Modern Web Experience

Does your website meet client expectations?

  • Your Firm
  • Paypal
  • Chase
  • Wells Fargo
  • Google
  • Amazon
  • Client Portal

    Client Portal

  • Credit Card Processing

    Credit Card
    Processing

  • Unlimited File Storage

    Unlimited File
    Storage

  • Efficient Client Workflow

    Efficient Client
    Workflow

  • Electronic Signature

    Electronic
    Signature

  • Business Intelligence

    Business
    Intelligence

  • Integration with Windows Tax Software

    Integration with
    Windows Tax
    Software

  • World Class Security

    World Class
    Security

Secure Your
Proprietary
Information

Secure
  • Assign clients to staff - restrict
    access on need-to-know basis
  • Separate internal files from client files - 
    simplify workflow from year to year

We get it.
Change is hard.

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Unlimited users & storage.

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