TaxDome 2.1.0

TaxDome is a comprehensive platform designed to assist professionals in managing clients, documents, invoices, and automating tax or accounting practices.

• Log in with your TaxDome credentials and easily enable FaceID or TouchID for secure access. Rest assured that all data is encrypted and protected with bank-level security.

KEY MOBILE APP FEATURES:

• CRM functionality for quick access to contact and account records.
• Quick messaging allows you to text, call, and email clients with just one click.
• Inbox+ feature ensures you stay informed about activities within your firm through timely notifications.
• Quick Notes tool lets you create and edit account notes efficiently.

KEY TAXDOME FEATURES:

• Custom branded website & client portal.
• Project management & workflow automation tailored for tax and accounting professionals.
• Unlimited secure document storage capability.
• Integrated CRM system synced with your existing email platform.
• Tax program integrations for seamless operation.
• Invoicing options via ACH and credit card, synchronized with QBO (QuickBooks Online).
• Unlimited e-signatures to eliminate the need for external services like Docusign or HelloSign.
• Enhanced team communication facilitated by @mentions and notifications.
• Secure messages & client task management tools available.
• Unlimited contracts & Engagement Letters support.
• Unlimited customizable organizers/forms to replace standard PDFs, offering flexibility in document management.