When admin work happens without your involvement
The workflow automation in TaxDome has allowed us to create repeatable processes that are not dependent on an individual - this is critical in allowing us to grow.
Feedback that I’ve received from people who have never worked with a practitioner before was “Wow!” Constant informing them of where things were moving along made me feel really secure. TaxDome takes a lot of guesswork out of my workflow.
I saw TaxDome can automate client onboarding — it’s huge for converting clients when they come to my site from ads. Everything automatically moves within the workflow — I don’t have to manually transition each client.
Turn leads into clients without lifting a finger. TaxDome’s workflow automation tools let you convert more leads without extra effort.
Send personalized, customized messages, contracts, invoices, organizers and more based upon client responses automatically. Magic.
Happy client, happy practice. With CRM workflow automations, such as secure message and email automations triggered by Job status, keep your clients aware of the hard work your team is doing behind the scenes.
For example, when your client signs a contract and pays their bill, you can send an automated email letting them know that you’ve started work on their return and to expect a draft in 2 weeks.
Eliminate busywork without losing the dependency you require. Customize which steps come after which (example: don’t create a task to e-file until the return is prepared, don’t create a task to prepare the return until a contract is signed, etc). With a growing practice, there’s no need to monitor their statuses and updates manually — TaxDome’s accounting workflow software does that for you.
Invest more time in revenue growth without being distracted by trivial tasks. TaxDome’s business process automation lets you create recurring jobs that happen automatically on schedule you want them to start.
No client, job, task or context missed, as they are all scheduled as you planned.
Stop chasing clients. Let TaxDome’s tax workflow management software chase them for you.
Smart reminders will auto-nag your clients to send you files, e-sign documents, pay bills via email, messages or push-notifications to their phone. No need to admin work, reminders will do it for you so you can focus on billable work.
Get all your projects and deadlines under control. Job dashboards and quick filters give you a birdseye view on your team’s tasks, statuses, priorities, and deadlines.
TaxDome’s tax office workflow software lets you assign tasks to your employees, leave notes to your colleagues, track time spent on a client — all within one shared workspace.
Standardize your business faster with TaxDome’s ready-to-use custom templates. Tasks, emails, messages, checklists, business processes (workflows), organizers, contracts and more — use the best practices by tax professionals and adapt them to your firm’s needs.