TaxDome 2.1.0

TaxDome – Freeware – iOS
out of 14 votes

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iOS

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

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

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

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