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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 and to ensure full compliance

Wiki

Create and manage SOPs for your firm

A centralized knowledge hub for your team and clients

Simplify your company’s information flow by creating a centralized hub for all your essential documents, SOPs, best practices and teamwork insights.

Manage all wiki pages in one place

Review and adapt your wiki pages according to your company’s changing needs. Manage all your wiki pages from an intuitive centralized dashboard where you can track edits and see who created a page.

Automatically show relevant wikis in jobs

Add relevant wiki pages to job templates, ensuring any team member assigned to the job understands how to complete the task at hand, even if it’s their first time tackling it.
 For example, when doing bookkeeping for a specific client, add a wiki checklist for employees to follow. Your team members can consult the guidelines and self-check their work before advancing.

Cut down on repeated questions with internal FAQs

Help your teammates quickly find answers to frequently asked questions, saving time on answering.

Share wiki with clients

Provide clients with a ‘view’ access to share instructions, pricing schedules, memos and more.

Manage_pages
Cut down on repeated questions

All team collaboration features in one place

Whether you have a team of 5 or 500, TaxDome makes it easy to ensure that everyone stays focused and aligned with the firm’s goals. Easily collaborate, communicate and rebalance workload to deliver quality services together.

Insights

Insights

Use your personalized dashboard to review team performance

Wiki pages

Wiki pages

Create SOPs and cheat sheets to facilitate teamwork and collaboration

@Mentions

@Mentions

Mention team members inside both tasks and chat threads

Notes

Notes

Use notes to create internal memos about specific accounts

Notifications

Notifications

Receive notifications and respond to them directly from your Inbox+

Audit trail

Audit trail

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

Emails

Emails

Sync your email providers to use your email directly within TaxDome

Tasks

Tasks

Create a task or follow up from any email

TaxDome is trusted by 10,000+ firms in 25+ countries

Amy Barry-Loesch, CPA at PNW Tax Solutions

Our favorite feature of TaxDome has been the all-in-one portal for our staff and clients. We use it to track all tasks for our employees, and as a document portal/messaging center for our clients. 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.

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12h

9

Sydney H. Highley, CPA

We take advantage of the pipelines. That is how we manage the status of all our jobs. I put on each of the jobs who’s assigned to the job, who is the lead person, the stage where the returns are in. You can move the statuses; you can change the settings. It’s a better way of managing the team.

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12h

4

Cindy Montoya, CEO of KAC Consulting, Inc.

…another upside as a firm owner is that I can see the correspondence from my team members to clients. 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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12h

7

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
  • Webinars
  • TaxDome community
  • Screen-sharing
  • Premium support
  • Free advanced team training
Top-notch client service
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Looking to boost your firm's profitability and efficiency?

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Your concerns, answered

Frequently asked questions

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.

What elements can I add to wiki pages?

You can include everything you’d expect from a text editor: formatting, URLs, embedded videos, screenshots, bullet, 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, permanently delete or restore them if needed. However, please note that any invoices or tasks linked to them won’t be restored.