SOP and wiki management for accounting firms

Firm management

Create and manage SOPs with TaxDome wiki

Onboard new hires quickly and attach in-depth instructions to tasks using wiki pages. Create standard operating procedures (SOPs) for each client, service, and process. Automatically include relevant procedures in each job for easy access.

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Streamline creating, storing, and using SOPs firm-wide

A centralized knowledge hub for your team and clients

Review and adapt your wiki pages according to your company’s evolving needs. Manage all your wiki pages from an intuitive centralized dashboard and track changes.

Add relevant wiki pages to job templates, ensuring any team member assigned to the job understands how to complete the task.

Help your teammates quickly find answers to common questions with internal FAQs.

Provide clients with a viewer access to share instructions, pricing schedules, memos and more.

All team collaboration features in one place

Whether you have a team of 5 or 500, easily collaborate, communicate and rebalance work when needed to deliver quality services together.

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@Mentions

Mention team members inside tasks and chat threads to ask a question on the spot.

Activity feed

Have access to documentation for who worked on what documents and when.

Notifications

Receive notifications and respond to them directly from your Inbox+.

Tasks

Create a task or follow up from any email.

Our client experience speaks for itself

"We take advantage of the pipelines. That is how we manage the status of all our jobs."

Our client experience speaks for itself

"We've gotten great feedback from our clients since they can access tax returns, upload documents, message our team, and pay invoices in one place."

Our client experience speaks for itself

"Not only do I know what is happening with each job, but I also have a new appreciation for my team and how they communicate."

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Frequently asked questions

What are TaxDome wiki pages?

Wiki pages in TaxDome let you create internal SOPs (standard operating procedures), checklists, training docs, FAQs, or client-facing instructions — all stored and accessible in one centralized location.

How many wiki pages can I create for my firm?

You can create as many pages as you want. You can build your own library tailored to your business needs and integrate the wikis into various parts of your workflows.

Can I attach wiki pages to jobs or tasks?

Sure, you can link wiki pages to job templates or specific tasks, making it easy for team members to follow consistent procedures as they work.

What elements can I add to wiki pages?

You can include everything you’d expect from a text editor: formatting, URLs, embedded videos, screenshots, bullets, numbered lists, and more.

Can I edit wiki pages?

Of course, you can edit, unpublish, or delete any wiki page at any time. Keep in mind that unpublished pages are removed from all jobs and automations to which they’ve been added.

What if I deleted a page by mistake?

All deleted wiki pages are stored in the trash for 120 days. You can view them there, and permanently delete or restore them if needed. However, please note that any invoices or tasks linked to them won’t be restored.

Can I share wiki pages with clients?

Yes. You can enable viewer access to specific wiki pages, making it easy to securely share onboarding instructions, pricing details, tax deadlines, or firm policies with clients.

Can I track updates or changes to a wiki page?

Yes. You can manage all your wiki pages from a centralized dashboard and keep track of content updates as your processes evolve.

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Create and manage SOPs with TaxDome wiki

A centralized knowledge hub for your team and clients

All team collaboration features in one place

@Mentions

Activity feed

Notifications

Tasks

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